Northwest Investment Counselors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Northwest Investment Counselors’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
2024 Q3	$50.7K	Buy	+768	New	+$48.2K	0.01%	250
2024 Q2	–	Sell	-768	Closed	-$48K	–	489
2024 Q1	$48K	Buy	+768	New	+$45.4K	0.01%	237
2023 Q4	–	Sell	-768	Closed	-$40K	–	523
2023 Q3	$40K	Hold	768	–	–	0.01%	250
2023 Q2	$42.3K	Hold	768	–	–	0.01%	256
2023 Q1	$40.5K	Hold	768	–	–	0.01%	265
2022 Q4	$39.1K	Buy	768 +180	+31%	+$9.17K	0.01%	268
2022 Q3	$28K	Buy	+588	New	+$30.7K	0.01%	274

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Northwest Investment Counselors's VO Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2024: 768 shares worth $50.7K. The stake represents 0.01% of the portfolio and ranks #250 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in VO as recently as Q1 2024.

Northwest Investment Counselors first reported a position in VO in Q3 2022 and has held it in 7 quarters since. 1,931 funds tracked by Wall St. Rank hold VO as of Q3 2024.

Northwest Investment Counselors held 768 shares of Vanguard Morningstar Mid-Cap ETF worth $50.7K as of Q3 2024.
Vanguard Morningstar Mid-Cap ETF was a new Northwest Investment Counselors position in Q3 2024.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #250 holding.
Northwest Investment Counselors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2022 and has held it in 7 quarters since.
1,931 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.