Palladium Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Palladium 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
2022 Q1	$220K	Hold	3,692	–	–	0.01%	316
2021 Q4	$235K	Hold	3,692	–	–	0.01%	317
2021 Q3	$219K	Hold	3,692	–	–	0.01%	275
2021 Q2	$219K	Hold	3,692	–	–	0.01%	269
2021 Q1	$204K	Buy	+3,692	New	+$200K	0.01%	276

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Palladium Partners's VO Position: Q1 2022 in Review

Palladium Partners held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2022 at 3,692 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #316.

Palladium Partners first reported a position in VO in Q1 2021 and has held it in 5 quarters since. The position peaked at $235K in Q4 2021. 1,572 funds tracked by Wall St. Rank hold VO as of Q1 2022.

Palladium Partners held 3,692 shares of Vanguard Mid-Cap ETF worth $220K as of Q1 2022.
Palladium Partners left its Vanguard Mid-Cap ETF share count unchanged in Q1 2022.
Vanguard Mid-Cap ETF made up 0.01% of Palladium Partners's portfolio in Q1 2022, its #316 holding.
Palladium Partners first reported a position in Vanguard Mid-Cap ETF in Q1 2021 and has held it in 5 quarters since.
Palladium Partners's Vanguard Mid-Cap ETF position peaked at $235K in Q4 2021.
1,572 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2022.

Based on Palladium Partners's 13F filing for Q1 2022, filed 26 Apr 2022.