NFP
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Novak Financial Planning’s Vanguard Mid-Cap ETF VO Stock Holding History

Novak Financial Planning’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 		$1.5M Sell
25,268
-964
-4% -$55.9K 0.73% 45
2021
Q1 		$1.45M Buy
26,232
+460
+2% +$25K 0.8% 37
2020
Q4 		$1.33M Buy
+25,772
New +$1.25M 0.78% 38

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Novak Financial Planning's VO Position: Q2 2021 in Review

Novak Financial Planning reduced its Vanguard Mid-Cap ETF (VO) stake by 3.7% in Q2 2021, selling an estimated $55.9K and leaving 25,268 shares worth $1.5M. The position accounts for 0.73% of the portfolio, ranked #45.

Novak Financial Planning first reported a position in VO in Q4 2020 and has held it in 3 quarters since. 1,327 funds tracked by Wall St. Rank hold VO as of Q2 2021.

  • Novak Financial Planning held 25,268 shares of Vanguard Mid-Cap ETF worth $1.5M as of Q2 2021.
  • Novak Financial Planning sold 964 Vanguard Mid-Cap ETF shares in Q2 2021, an estimated $55.9K.
  • Vanguard Mid-Cap ETF made up 0.73% of Novak Financial Planning's portfolio in Q2 2021, its #45 holding.
  • Novak Financial Planning first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 3 quarters since.
  • 1,327 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.