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Next Financial Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Next Financial Group’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
Q4 		$3.65M Sell
57,288
-876
-2% -$54.9K 0.24% 85
2021
Q3 		$3.44M Buy
58,164
+3,476
+6% +$210K 0.27% 75
2021
Q2 		$3.25M Sell
54,688
-784
-1% -$45.4K 0.26% 80
2021
Q1 		$3.07M Buy
55,472
+7,592
+16% +$412K 0.27% 79
2020
Q4 		$2.48M Buy
47,880
+3,844
+9% +$186K 0.24% 102
2020
Q3 		$1.94M Buy
44,036
+11,748
+36% +$512K 0.21% 116
2020
Q2 		$1.32M Buy
32,288
+4,680
+17% +$179K 0.15% 159
2020
Q1 		$909K Buy
27,608
+2,876
+12% +$119K 0.12% 173
2019
Q4 		$1.1M Buy
24,732
+2,028
+9% +$87.1K 0.11% 226
2019
Q3 		$952K Buy
22,704
+280
+1% +$11.7K 0.1% 237
2019
Q2 		$937K Buy
22,424
+21,220
+1,762% +$868K 0.1% 238
2019
Q1 		$48K Sell
1,204
-10,512
-90% -$404K 0.01% 746
2018
Q4 		$405K Buy
11,716
+10,896
+1,329% +$409K 0.08% 252
2018
Q3 		$34K Sell
820
-6,008
-88% -$245K 0.02% 631
2018
Q2 		$269K Sell
6,828
-1,560
-19% -$61.2K 0.1% 224
2018
Q1 		$323K Buy
+8,388
New +$330K 0.07% 275
2017
Q4 		– Sell
-12,908
Closed -$480K – 1390
2017
Q3 		$480K Sell
12,908
-6,644
-34% -$240K 0.13% 173
2017
Q2 		$697K Buy
19,552
+6,856
+54% +$242K 0.17% 141
2017
Q1 		$447K Sell
12,696
-21,292
-63% -$732K 0.12% 183
2016
Q4 		$1.12M Sell
33,988
-6,256
-16% -$203K 0.2% 118
2016
Q3 		$1.3M Buy
40,244
+17,356
+76% +$557K 0.24% 105
2016
Q2 		$707K Buy
22,888
+5,128
+29% +$157K 0.22% 110
2016
Q1 		$538K Buy
17,760
+1,868
+12% +$52.8K 0.19% 121
2015
Q4 		$477K Sell
15,892
-1,800
-10% -$54.9K 0.18% 131
2015
Q3 		$515K Buy
17,692
+400
+2% +$12.5K 0.18% 122
2015
Q2 		$550K Buy
17,292
+1,508
+10% +$48.9K 0.19% 123
2015
Q1 		$523K Sell
15,784
-156
-1% -$4.9K 0.17% 140
2014
Q4 		$492K Sell
15,940
-14,680
-48% -$442K 0.16% 138
2014
Q3 		$898K Buy
+30,620
New +$909K 0.18% 130

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
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

Next Financial Group's VO Position: Q4 2021 in Review

Next Financial Group reduced its Vanguard Mid-Cap ETF (VO) stake by 1.5% in Q4 2021, selling an estimated $54.9K and leaving 57,288 shares worth $3.65M. The position accounts for 0.24% of the portfolio, ranked #85.

Next Financial Group first reported a position in VO in Q3 2014 and has held it in 29 quarters since. 1,577 funds tracked by Wall St. Rank hold VO as of Q4 2021.

  • Next Financial Group held 57,288 shares of Vanguard Mid-Cap ETF worth $3.65M as of Q4 2021.
  • Next Financial Group sold 876 Vanguard Mid-Cap ETF shares in Q4 2021, an estimated $54.9K.
  • Vanguard Mid-Cap ETF made up 0.24% of Next Financial Group's portfolio in Q4 2021, its #85 holding.
  • Next Financial Group first reported a position in Vanguard Mid-Cap ETF in Q3 2014 and has held it in 29 quarters since.
  • 1,577 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.