MIA
VO icon

MainStreet Investment Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

MainStreet Investment Advisors’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
Q2 		– Sell
-4,820
Closed -$287K – 184
2022
Q1 		$287K Sell
4,820
-20
-0.4% -$1.17K 0.03% 164
2021
Q4 		$308K Hold
4,840
– – 0.03% 165
2021
Q3 		$286K Sell
4,840
-652
-12% -$39.4K 0.03% 158
2021
Q2 		$326K Sell
5,492
-156
-3% -$9.04K 0.03% 160
2021
Q1 		$313K Hold
5,648
– – 0.03% 162
2020
Q4 		$292K Sell
5,648
-420
-7% -$20.3K 0.02% 162
2020
Q3 		$267K Sell
6,068
-64
-1% -$2.79K 0.02% 170
2020
Q2 		$251K Buy
+6,132
New +$235K 0.02% 219
2020
Q1 		– Sell
-5,372
Closed -$239K – 276
2019
Q4 		$239K Hold
5,372
– – 0.03% 172
2019
Q3 		$225K Hold
5,372
– – 0.03% 160
2019
Q2 		$224K Buy
+5,372
New +$220K 0.03% 161
2019
Q1 		– Sell
-6,352
Closed -$219K – 159
2018
Q4 		$219K Sell
6,352
-200
-3% -$7.51K 0.03% 148
2018
Q3 		$269K Sell
6,552
-380
-5% -$15.5K 0.04% 146
2018
Q2 		$273K Sell
6,932
-820
-11% -$32.2K 0.04% 138
2018
Q1 		$299K Sell
7,752
-3,552
-31% -$140K 0.05% 132
2017
Q4 		$437K Buy
+11,304
New +$427K 0.07% 119

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MainStreet Investment Advisors's VO Position: Q2 2022 in Review

MainStreet Investment Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q2 2022, closing a stake of 4,820 shares — an estimated $287K sold.

MainStreet Investment Advisors first reported a position in VO in Q4 2017 and held it in 16 quarters. The position peaked at $437K in Q4 2017. 1,517 funds tracked by Wall St. Rank hold VO as of Q2 2022.

  • MainStreet Investment Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • MainStreet Investment Advisors sold 4,820 Vanguard Mid-Cap ETF shares in Q2 2022, an estimated $287K.
  • MainStreet Investment Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2017 and held it in 16 quarters.
  • MainStreet Investment Advisors's Vanguard Mid-Cap ETF position peaked at $437K in Q4 2017.
  • 1,517 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2022.

Based on MainStreet Investment Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.