Nauset Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Nauset Wealth 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 Q1	$2.3M	Buy	38,620 +28,412	+278%	+$1.67M	1.83%	16
2021 Q4	$650K	Buy	+10,208	New	+$640K	0.62%	29

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RJA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Nauset Wealth Management's VO Position: Q1 2022 in Review

Nauset Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 278% in Q1 2022, buying an estimated $1.67M and bringing the position to 38,620 shares worth $2.3M. The position accounts for 1.83% of the portfolio, ranked #16.

Nauset Wealth Management first reported a position in VO in Q4 2021 and has held it in 2 quarters since. 1,573 funds tracked by Wall St. Rank hold VO as of Q1 2022.

Nauset Wealth Management held 38,620 shares of Vanguard Morningstar Mid-Cap ETF worth $2.3M as of Q1 2022.
Nauset Wealth Management bought 28,412 Vanguard Morningstar Mid-Cap ETF shares in Q1 2022, an estimated $1.67M.
Vanguard Morningstar Mid-Cap ETF made up 1.83% of Nauset Wealth Management's portfolio in Q1 2022, its #16 holding.
Nauset Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 2 quarters since.
1,573 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.