Leith Wheeler Investment Counsel’s Vanguard Mid-Cap ETF VO Stock Holding History

Leith Wheeler Investment Counsel’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	–	Sell	-54,016	Closed	-$3.44M	–	60
2021 Q4	$3.44M	Hold	54,016	–	–	0.49%	29
2021 Q3	$3.2M	Hold	54,016	–	–	0.48%	30
2021 Q2	$3.21M	Hold	54,016	–	–	0.49%	28
2021 Q1	$2.99M	Buy	+54,016	New	+$2.93M	0.49%	28

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

Leith Wheeler Investment Counsel's VO Position: Q1 2022 in Review

Leith Wheeler Investment Counsel sold out of Vanguard Mid-Cap ETF (VO) in Q1 2022, closing a stake of 54,016 shares — an estimated $3.44M sold.

Leith Wheeler Investment Counsel first reported a position in VO in Q1 2021 and held it in 4 quarters. The position peaked at $3.44M in Q4 2021. 1,572 funds tracked by Wall St. Rank hold VO as of Q1 2022.

Leith Wheeler Investment Counsel reported no remaining Vanguard Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
Leith Wheeler Investment Counsel sold 54,016 Vanguard Mid-Cap ETF shares in Q1 2022, an estimated $3.44M.
Leith Wheeler Investment Counsel first reported a position in Vanguard Mid-Cap ETF in Q1 2021 and held it in 4 quarters.
Leith Wheeler Investment Counsel's Vanguard Mid-Cap ETF position peaked at $3.44M in Q4 2021.
1,572 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2022.

Based on Leith Wheeler Investment Counsel's 13F filing for Q1 2022, filed 20 Apr 2022.