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Manchester Financial’s Vanguard Mid-Cap ETF VO Stock Holding History

Manchester Financial’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
Q2 		– Sell
-32
Closed -$2K – 633
2021
Q1 		$2K Hold
32
– – ﹤0.01% 646
2020
Q4 		$2K Hold
32
– – ﹤0.01% 547
2020
Q3 		$1K Hold
32
– – ﹤0.01% 540
2020
Q2 		$1K Hold
32
– – ﹤0.01% 509
2020
Q1 		$1K Hold
32
– – ﹤0.01% 480
2019
Q4 		$1K Buy
+32
New +$1.37K ﹤0.01% 539
2019
Q3 		– Sell
-32
Closed -$1K – 424
2019
Q2 		$1K Buy
+32
New +$1.31K ﹤0.01% 490

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Manchester Financial's VO Position: Q2 2021 in Review

Manchester Financial sold out of Vanguard Mid-Cap ETF (VO) in Q2 2021, closing a stake of 32 shares — an estimated $2K sold.

Manchester Financial first reported a position in VO in Q2 2019 and held it in 7 quarters. The position peaked at $2K in Q1 2021. 1,327 funds tracked by Wall St. Rank hold VO as of Q2 2021.

  • Manchester Financial reported no remaining Vanguard Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Manchester Financial sold 32 Vanguard Mid-Cap ETF shares in Q2 2021, an estimated $2K.
  • Manchester Financial first reported a position in Vanguard Mid-Cap ETF in Q2 2019 and held it in 7 quarters.
  • Manchester Financial's Vanguard Mid-Cap ETF position peaked at $2K in Q1 2021.
  • 1,327 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2021.

Based on Manchester Financial's 13F filing for Q2 2021, filed 21 Jul 2021.