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

Murphy 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 Q2	$470K	Buy	9,552 +4,668	+96%	+$252K	0.07%	144
2022 Q1	$290K	Hold	4,884	–	–	0.03%	194
2021 Q4	$311K	Buy	4,884 +160	+3%	+$10K	0.03%	195
2021 Q3	$279K	Hold	4,724	–	–	0.03%	196
2021 Q2	$280K	Buy	4,724 +340	+8%	+$19.7K	0.03%	199
2021 Q1	$242K	Buy	4,384 +236	+6%	+$12.8K	0.03%	201
2020 Q4	$214K	Buy	+4,148	New	+$201K	0.03%	203

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

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

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

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

RJA

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

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

Murphy Capital Management's VO Position: Q2 2022 in Review

Murphy Capital Management increased its Vanguard Mid-Cap ETF (VO) stake by 96% in Q2 2022, buying an estimated $252K and bringing the position to 9,552 shares worth $470K. The position accounts for 0.07% of the portfolio, ranked #144.

Murphy Capital Management first reported a position in VO in Q4 2020 and has held it in 7 quarters since. 1,517 funds tracked by Wall St. Rank hold VO as of Q2 2022.

Murphy Capital Management held 9,552 shares of Vanguard Mid-Cap ETF worth $470K as of Q2 2022.
Murphy Capital Management bought 4,668 Vanguard Mid-Cap ETF shares in Q2 2022, an estimated $252K.
Vanguard Mid-Cap ETF made up 0.07% of Murphy Capital Management's portfolio in Q2 2022, its #144 holding.
Murphy Capital Management first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 7 quarters since.
1,517 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2022.

Based on Murphy Capital Management's 13F filing for Q2 2022, filed 13 Jul 2022.