Maryland Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Maryland Capital 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 Q3	$6.78M	Buy	144,336 +1,224	+0.9%	+$64K	0.57%	52
2022 Q2	$7.05M	Sell	143,112 -30,340	-17%	-$1.64M	0.55%	54
2022 Q1	$10.3M	Sell	173,452 -1,096	-0.6%	-$64.3K	0.65%	50
2021 Q4	$11.1M	Sell	174,548 -1,996	-1%	-$125K	0.6%	44
2021 Q3	$10.4M	Buy	176,544 +28,904	+20%	+$1.75M	0.63%	41
2021 Q2	$8.76M	Sell	147,640 -36	-0%	-$2.09K	0.53%	46
2021 Q1	$8.17M	Sell	147,676 -1,176	-0.8%	-$63.8K	0.55%	47
2020 Q4	$7.7M	Buy	148,852 +2,620	+2%	+$127K	0.54%	47
2020 Q3	$6.44M	Sell	146,232 -2,688	-2%	-$117K	0.53%	48
2020 Q2	$6.1M	Sell	148,920 -32,572	-18%	-$1.25M	0.56%	49
2020 Q1	$5.97M	Buy	181,492 +3,848	+2%	+$159K	0.71%	40
2019 Q4	$7.91M	Buy	177,644 +3,808	+2%	+$164K	0.84%	35
2019 Q3	$7.28M	Sell	173,836 -6,304	-3%	-$263K	0.83%	36
2019 Q2	$7.53M	Buy	180,140 +3,224	+2%	+$132K	0.89%	33
2019 Q1	$7.11M	Buy	176,916 +1,660	+0.9%	+$63.8K	0.88%	33
2018 Q4	$6.05M	Buy	175,256 +3,096	+2%	+$116K	0.87%	33
2018 Q3	$7.07M	Sell	172,160 -696	-0.4%	-$28.4K	0.92%	32
2018 Q2	$6.81M	Buy	172,856 +2,584	+2%	+$101K	0.95%	33
2018 Q1	$6.56M	Buy	170,272 +10,024	+6%	+$395K	0.94%	32
2017 Q4	$6.2M	Buy	160,248 +8,276	+5%	+$312K	0.92%	31
2017 Q3	$5.58M	Sell	151,972 -992	-0.6%	-$35.8K	0.86%	32
2017 Q2	$5.45M	Buy	152,964 +2,008	+1%	+$71K	0.78%	34
2017 Q1	$5.25M	Buy	150,956 +1,372	+0.9%	+$47.1K	0.79%	34
2016 Q4	$4.92M	Buy	149,584 +11,100	+8%	+$359K	0.76%	37
2016 Q3	$4.48M	Sell	138,484 -2,384	-2%	-$76.5K	0.67%	37
2016 Q2	$4.35M	Sell	140,868 -388	-0.3%	-$11.9K	0.69%	38
2016 Q1	$4.28M	Sell	141,256 -26,092	-16%	-$738K	0.62%	35
2015 Q4	$5.03M	Sell	167,348 -1,436	-0.9%	-$43.8K	0.74%	35
2015 Q3	$4.92M	Buy	168,784 +6,968	+4%	+$217K	0.83%	35
2015 Q2	$5.16M	Sell	161,816 -8,616	-5%	-$280K	0.8%	35
2015 Q1	$5.65M	Buy	170,432 +4,520	+3%	+$142K	0.88%	34
2014 Q4	$5.13M	Buy	165,912 +17,980	+12%	+$542K	0.84%	34
2014 Q3	$4.34M	Buy	147,932 +3,100	+2%	+$92K	0.75%	35
2014 Q2	$4.3M	Buy	144,832 +4,580	+3%	+$131K	0.75%	35
2014 Q1	$3.98M	Buy	140,252 +13,272	+10%	+$368K	0.73%	35
2013 Q4	$3.49M	Buy	126,980 +6,096	+5%	+$162K	0.55%	39
2013 Q3	$3.1M	Buy	120,884 +16,280	+16%	+$408K	0.5%	46
2013 Q2	$2.49M	Buy	+104,604	New	+$2.48M	0.43%	52

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RJA

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

Maryland Capital Management's VO Position: Q3 2022 in Review

Maryland Capital Management increased its Vanguard Mid-Cap ETF (VO) stake by 0.86% in Q3 2022, buying an estimated $64K and bringing the position to 144,336 shares worth $6.78M. The position accounts for 0.57% of the portfolio, ranked #52.

Maryland Capital Management first reported a position in VO in Q2 2013 and has held it in 38 quarters since. The position peaked at $11.1M in Q4 2021. 1,498 funds tracked by Wall St. Rank hold VO as of Q3 2022.

Maryland Capital Management held 144,336 shares of Vanguard Mid-Cap ETF worth $6.78M as of Q3 2022.
Maryland Capital Management bought 1,224 Vanguard Mid-Cap ETF shares in Q3 2022, an estimated $64K.
Vanguard Mid-Cap ETF made up 0.57% of Maryland Capital Management's portfolio in Q3 2022, its #52 holding.
Maryland Capital Management first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 38 quarters since.
Maryland Capital Management's Vanguard Mid-Cap ETF position peaked at $11.1M in Q4 2021.
1,498 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2022.

Based on Maryland Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.