O'Brien Wealth Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

O'Brien Wealth Partners’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	–	Sell	-3,700	Closed	-$210K	–	47
2021 Q1	$210K	Buy	+3,700	New	+$201K	0.07%	41
2020 Q2	–	Sell	-9,208	Closed	-$292K	–	36
2020 Q1	$292K	Sell	9,208 -1,940	-17%	-$80.3K	0.16%	26
2019 Q4	$497K	Sell	11,148 -632	-5%	-$27.1K	0.36%	21
2019 Q3	$494K	Sell	11,780 -112	-0.9%	-$4.68K	0.39%	22
2019 Q2	$505K	Sell	11,892 -732	-6%	-$30K	0.37%	21
2019 Q1	$507K	Sell	12,624 -540	-4%	-$20.8K	0.36%	20
2018 Q4	$481K	Sell	13,164 -2,344	-15%	-$88K	0.33%	21
2018 Q3	$637K	Sell	15,508 -380,124	-96%	-$15.5M	0.41%	14
2018 Q2	$15.6M	Sell	395,632 -1,652	-0.4%	-$64.8K	11.63%	4
2018 Q1	$15.3M	Sell	397,284 -6,000	-1%	-$236K	10.54%	4
2017 Q4	$15.6M	Sell	403,284 -18,672	-4%	-$705K	9.85%	4
2017 Q3	$15.5M	Buy	421,956 +1,648	+0.4%	+$59.4K	8.07%	5
2017 Q2	$15M	Sell	420,308 -8,752	-2%	-$309K	7.91%	5
2017 Q1	$14.9M	Sell	429,060 -21,584	-5%	-$742K	8.29%	5
2016 Q4	$14.8M	Buy	450,644 +28,672	+7%	+$928K	8.87%	4
2016 Q3	$13.7M	Buy	421,972 +31,304	+8%	+$1M	8.92%	4
2016 Q2	$12.1M	Buy	390,668 +102,948	+36%	+$3.15M	8.42%	4
2016 Q1	$8.72M	Buy	287,720 +235,144	+447%	+$6.65M	6.78%	7
2015 Q4	$1.58M	Buy	+52,576	New	+$1.6M	1.54%	15

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

O'Brien Wealth Partners's VO Position: Q2 2021 in Review

O'Brien Wealth Partners sold out of Vanguard Mid-Cap ETF (VO) in Q2 2021, closing a stake of 3,700 shares — an estimated $210K sold.

O'Brien Wealth Partners first reported a position in VO in Q4 2015 and held it in 19 quarters. The position peaked at $15.6M in Q4 2017. 1,327 funds tracked by Wall St. Rank hold VO as of Q2 2021.

O'Brien Wealth Partners reported no remaining Vanguard Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
O'Brien Wealth Partners sold 3,700 Vanguard Mid-Cap ETF shares in Q2 2021, an estimated $210K.
O'Brien Wealth Partners first reported a position in Vanguard Mid-Cap ETF in Q4 2015 and held it in 19 quarters.
O'Brien Wealth Partners's Vanguard Mid-Cap ETF position peaked at $15.6M in Q4 2017.
1,327 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2021.

Based on O'Brien Wealth Partners's 13F filing for Q2 2021, filed 12 Jul 2021.