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Meristem Family Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Meristem Family Wealth’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
Q4 		– Sell
-3,924
Closed -$232K – 437
2021
Q3 		$232K Buy
+3,924
New +$237K 0.02% 361

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Meristem Family Wealth's VO Position: Q4 2021 in Review

Meristem Family Wealth sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2021, closing a stake of 3,924 shares — an estimated $232K sold.

Meristem Family Wealth first reported a position in VO in Q3 2021 and held it in 1 quarter. The position peaked at $232K in Q3 2021. 1,579 funds tracked by Wall St. Rank hold VO as of Q4 2021.

  • Meristem Family Wealth reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Meristem Family Wealth sold 3,924 Vanguard Morningstar Mid-Cap ETF shares in Q4 2021, an estimated $232K.
  • Meristem Family Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2021 and held it in 1 quarter.
  • Meristem Family Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $232K in Q3 2021.
  • 1,579 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2021.

Based on Meristem Family Wealth's 13F filing for Q4 2021, filed 10 Feb 2022.