MidWestOne Financial Group’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

MidWestOne Financial Group’s Portfolio VOOG Stock Details VOOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-9,726	Closed	-$412K	–	287
2023 Q2	$412K	Hold	9,726	–	–	0.09%	211
2023 Q1	$374K	Hold	9,726	–	–	0.08%	205
2022 Q4	$342K	Buy	9,726 +174	+2%	+$6.28K	0.08%	204
2022 Q3	$332K	Hold	9,552	–	–	0.08%	189
2022 Q2	$346K	Hold	9,552	–	–	0.09%	182
2022 Q1	$439K	Hold	9,552	–	–	0.09%	183
2021 Q4	$480K	Hold	9,552	–	–	0.1%	178
2021 Q3	$425K	Hold	9,552	–	–	0.1%	167
2021 Q2	$418K	Sell	9,552 -288	-3%	-$12K	0.1%	165
2021 Q1	$385K	Buy	+9,840	New	+$382K	0.09%	166

Other funds holding VOOG

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MidWestOne Financial Group's VOOG Position: Q3 2023 in Review

MidWestOne Financial Group sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q3 2023, closing a stake of 9,726 shares — an estimated $412K sold.

MidWestOne Financial Group first reported a position in VOOG in Q1 2021 and held it in 10 quarters. The position peaked at $480K in Q4 2021. 368 funds tracked by Wall St. Rank hold VOOG as of Q3 2023.

MidWestOne Financial Group reported no remaining Vanguard S&P 500 Growth ETF position as of Q3 2023 after selling out during the quarter.
MidWestOne Financial Group sold 9,726 Vanguard S&P 500 Growth ETF shares in Q3 2023, an estimated $412K.
MidWestOne Financial Group first reported a position in Vanguard S&P 500 Growth ETF in Q1 2021 and held it in 10 quarters.
MidWestOne Financial Group's Vanguard S&P 500 Growth ETF position peaked at $480K in Q4 2021.
368 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2023.

Based on MidWestOne Financial Group's 13F filing for Q3 2023, filed 15 Nov 2023.