Nachman Norwood & Parrott’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Nachman Norwood & Parrott’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 Q2	$70.7M	Buy	1,191,040 +18,796	+2%	+$1.09M	7.18%	2
2021 Q1	$64.9M	Buy	1,172,244 +852	+0.1%	+$46.2K	7.14%	2
2020 Q4	$60.6M	Buy	1,171,392 +2,000	+0.2%	+$96.8K	7.07%	2
2020 Q3	$51.5M	Sell	1,169,392 -1,640	-0.1%	-$71.5K	6.93%	2
2020 Q2	$48M	Buy	1,171,032 +116,328	+11%	+$4.46M	7.94%	2
2020 Q1	$34.7M	Sell	1,054,704 -12,568	-1%	-$520K	7.01%	3
2019 Q4	$47.5M	Buy	1,067,272 +35,464	+3%	+$1.52M	7.78%	2
2019 Q3	$43.2M	Sell	1,031,808 -3,216	-0.3%	-$134K	7.7%	2
2019 Q2	$43.3M	Buy	1,035,024 +12,196	+1%	+$499K	7.78%	2
2019 Q1	$41.2M	Buy	1,022,828 +37,700	+4%	+$1.45M	7.69%	2
2018 Q4	$34M	Buy	+985,128	New	+$37M	7.09%	2

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Nachman Norwood & Parrott's VO Position: Q2 2021 in Review

Nachman Norwood & Parrott increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.6% in Q2 2021, buying an estimated $1.09M and bringing the position to 1,191,040 shares worth $70.7M. The position accounts for 7.18% of the portfolio, ranked #2.

Nachman Norwood & Parrott first reported a position in VO in Q4 2018 and has held it in 11 quarters since. 1,328 funds tracked by Wall St. Rank hold VO as of Q2 2021.

Nachman Norwood & Parrott held 1,191,040 shares of Vanguard Morningstar Mid-Cap ETF worth $70.7M as of Q2 2021.
Nachman Norwood & Parrott bought 18,796 Vanguard Morningstar Mid-Cap ETF shares in Q2 2021, an estimated $1.09M.
Vanguard Morningstar Mid-Cap ETF made up 7.18% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #2 holding.
Nachman Norwood & Parrott first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 11 quarters since.
1,328 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.