Keystone Wealth Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Keystone Wealth Partners’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$19.7M	Buy	331,348 +15,608	+5%	+$916K	9.2%	4
2021 Q4	$20.1M	Buy	315,740 +30,800	+11%	+$1.93M	8.88%	3
2021 Q3	$16.9M	Buy	284,940 +19,592	+7%	+$1.18M	9.3%	3
2021 Q2	$15.7M	Buy	265,348 +31,776	+14%	+$1.84M	9.39%	3
2021 Q1	$12.9M	Buy	233,572 +18,040	+8%	+$979K	8.7%	8
2020 Q4	$11.1M	Buy	+215,532	New	+$10.4M	8.84%	5

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Keystone Wealth Partners's VO Position: Q1 2022 in Review

Keystone Wealth Partners increased its Vanguard Mid-Cap ETF (VO) stake by 4.9% in Q1 2022, buying an estimated $916K and bringing the position to 331,348 shares worth $19.7M. The position accounts for 9.2% of the portfolio, ranked #4.

Keystone Wealth Partners first reported a position in VO in Q4 2020 and has held it in 6 quarters since. The position peaked at $20.1M in Q4 2021. 1,572 funds tracked by Wall St. Rank hold VO as of Q1 2022.

Keystone Wealth Partners held 331,348 shares of Vanguard Mid-Cap ETF worth $19.7M as of Q1 2022.
Keystone Wealth Partners bought 15,608 Vanguard Mid-Cap ETF shares in Q1 2022, an estimated $916K.
Vanguard Mid-Cap ETF made up 9.2% of Keystone Wealth Partners's portfolio in Q1 2022, its #4 holding.
Keystone Wealth Partners first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 6 quarters since.
Keystone Wealth Partners's Vanguard Mid-Cap ETF position peaked at $20.1M in Q4 2021.
1,572 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2022.

Based on Keystone Wealth Partners's 13F filing for Q1 2022, filed 29 Apr 2022.