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Kinloch Capital’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Kinloch Capital’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
2021
Q1 		– Sell
-284
Closed -$15K – 204
2020
Q4 		$15K Buy
+284
New +$13.8K 0.01% 159

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TIAA FSB
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Kinloch Capital's VO Position: Q1 2021 in Review

Kinloch Capital sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2021, closing a stake of 284 shares — an estimated $15K sold.

Kinloch Capital first reported a position in VO in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 1,273 funds tracked by Wall St. Rank hold VO as of Q1 2021.

  • Kinloch Capital reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Kinloch Capital sold 284 Vanguard Morningstar Mid-Cap ETF shares in Q1 2021, an estimated $15K.
  • Kinloch Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and held it in 1 quarter.
  • Kinloch Capital's Vanguard Morningstar Mid-Cap ETF position peaked at $15K in Q4 2020.
  • 1,273 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2021.

Based on Kinloch Capital's 13F filing for Q1 2021, filed 11 May 2021.