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

Mid Atlantic Financial 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
2021 Q3	$5.53M	Buy	93,492 +10,880	+13%	+$657K	0.37%	56
2021 Q2	$4.9M	Buy	82,612 +6,188	+8%	+$359K	0.33%	64
2021 Q1	$4.23M	Sell	76,424 -3,072	-4%	-$167K	0.31%	72
2020 Q4	$4.11M	Buy	79,496 +5,024	+7%	+$243K	0.32%	74
2020 Q3	$3.56M	Sell	74,472 -5,504	-7%	-$240K	0.31%	72
2020 Q2	$3.28M	Buy	79,976 +572	+0.7%	+$21.9K	0.32%	71
2020 Q1	$2.61M	Buy	79,404 +1,064	+1%	+$44.1K	0.3%	77
2019 Q4	$3.49M	Buy	78,340 +2,940	+4%	+$126K	0.33%	74
2019 Q3	$3.16M	Buy	75,400 +340	+0.5%	+$14.2K	0.34%	60
2019 Q2	$3.14M	Buy	75,060 +1,504	+2%	+$61.5K	0.33%	66
2019 Q1	$2.96M	Sell	73,556 -2,328	-3%	-$89.5K	0.32%	63
2018 Q4	$2.62M	Buy	+75,884	New	+$2.85M	0.33%	67

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Mid Atlantic Financial Management's VO Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Vanguard Mid-Cap ETF (VO) stake by 13% in Q3 2021, buying an estimated $657K and bringing the position to 93,492 shares worth $5.53M. The position accounts for 0.37% of the portfolio, ranked #56.

Mid Atlantic Financial Management first reported a position in VO in Q4 2018 and has held it in 12 quarters since. 1,354 funds tracked by Wall St. Rank hold VO as of Q3 2021.

Mid Atlantic Financial Management held 93,492 shares of Vanguard Mid-Cap ETF worth $5.53M as of Q3 2021.
Mid Atlantic Financial Management bought 10,880 Vanguard Mid-Cap ETF shares in Q3 2021, an estimated $657K.
Vanguard Mid-Cap ETF made up 0.37% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #56 holding.
Mid Atlantic Financial Management first reported a position in Vanguard Mid-Cap ETF in Q4 2018 and has held it in 12 quarters since.
1,354 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.