Marco Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Marco Investment Management’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	-3,540	Closed	-$210K	–	216
2022 Q1	$210K	Hold	3,540	–	–	0.02%	196
2021 Q4	$225K	Sell	3,540 -200	-5%	-$12.5K	0.02%	203
2021 Q3	$221K	Sell	3,740 -500	-12%	-$30.2K	0.02%	196
2021 Q2	$252K	Sell	4,240 -1,040	-20%	-$60.3K	0.03%	177
2021 Q1	$292K	Hold	5,280	–	–	0.04%	163
2020 Q4	$273K	Hold	5,280	–	–	0.04%	160
2020 Q3	$233K	Sell	5,280 -496	-9%	-$21.6K	0.04%	157
2020 Q2	$237K	Buy	+5,776	New	+$221K	0.04%	147
2018 Q4	–	Sell	-4,896	Closed	-$201K	–	191
2018 Q3	$201K	Buy	+4,896	New	+$200K	0.03%	182

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RJA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Marco Investment Management's VO Position: Q2 2022 in Review

Marco Investment Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2022, closing a stake of 3,540 shares — an estimated $210K sold.

Marco Investment Management first reported a position in VO in Q3 2018 and held it in 9 quarters. The position peaked at $292K in Q1 2021. 1,518 funds tracked by Wall St. Rank hold VO as of Q2 2022.

Marco Investment Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
Marco Investment Management sold 3,540 Vanguard Morningstar Mid-Cap ETF shares in Q2 2022, an estimated $210K.
Marco Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2018 and held it in 9 quarters.
Marco Investment Management's Vanguard Morningstar Mid-Cap ETF position peaked at $292K in Q1 2021.
1,518 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2022.

Based on Marco Investment Management's 13F filing for Q2 2022, filed 5 Aug 2022.