Paracle Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Paracle Advisors’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 Q1	$54.9M	Buy	991,588 +7,924	+0.8%	+$430K	9.96%	1
2020 Q4	$50.8M	Buy	983,664 +3,616	+0.4%	+$175K	9.71%	1
2020 Q3	$43.2M	Sell	980,048 -248	-0%	-$10.8K	9.33%	1
2020 Q2	$40.2M	Sell	980,296 -7,928	-0.8%	-$304K	9.36%	1
2020 Q1	$32.5M	Sell	988,224 -141,048	-12%	-$5.84M	8.8%	2
2019 Q4	$50.3M	Buy	1,129,272 +30,024	+3%	+$1.29M	11.71%	1
2019 Q3	$46.1M	Buy	1,099,248 +43,000	+4%	+$1.8M	11.16%	1
2019 Q2	$44.1M	Buy	1,056,248 +45,488	+5%	+$1.86M	10.89%	1
2019 Q1	$40.6M	Buy	1,010,760 +77,612	+8%	+$2.99M	10.58%	1
2018 Q4	$32.2M	Sell	933,148 -4,628	-0.5%	-$174K	9.38%	2
2018 Q3	$38.5M	Buy	937,776 +65,160	+7%	+$2.66M	11.38%	1
2018 Q2	$34.4M	Buy	872,616 +33,384	+4%	+$1.31M	10.69%	2
2018 Q1	$32.4M	Buy	839,232 +18,160	+2%	+$715K	10.36%	2
2017 Q4	$31.8M	Buy	821,072 +9,576	+1%	+$361K	10.46%	3
2017 Q3	$29.8M	Buy	811,496 +26,832	+3%	+$968K	10.25%	3
2017 Q2	$28M	Buy	784,664 +39,560	+5%	+$1.4M	10.6%	2
2017 Q1	$25.9M	Buy	745,104 +50,524	+7%	+$1.74M	9.98%	2
2016 Q4	$22.9M	Buy	694,580 +20,352	+3%	+$659K	9.17%	3
2016 Q3	$21.8M	Buy	674,228 +29,068	+5%	+$933K	10.12%	3
2016 Q2	$19.9M	Sell	645,160 -364	-0.1%	-$11.1K	10.48%	3
2016 Q1	$19.6M	Buy	645,524 +65,612	+11%	+$1.86M	10.47%	2
2015 Q4	$17.4M	Buy	579,912 +16,784	+3%	+$512K	9.86%	3
2015 Q3	$16.4M	Buy	563,128 +28,740	+5%	+$896K	9.72%	2
2015 Q2	$17M	Buy	534,388 +18,820	+4%	+$611K	11.02%	3
2015 Q1	$17.1M	Buy	515,568 +49,728	+11%	+$1.56M	11.04%	3
2014 Q4	$14.4M	Buy	465,840 +147,312	+46%	+$4.44M	9.47%	3
2014 Q3	$9.34M	Buy	+318,528	New	+$9.46M	7.37%	4

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Paracle Advisors's VO Position: Q1 2021 in Review

Paracle Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.81% in Q1 2021, buying an estimated $430K and bringing the position to 991,588 shares worth $54.9M. The position accounts for 9.96% of the portfolio, ranked #1.

Paracle Advisors first reported a position in VO in Q3 2014 and has held it in 27 quarters since. 1,273 funds tracked by Wall St. Rank hold VO as of Q1 2021.

Paracle Advisors held 991,588 shares of Vanguard Morningstar Mid-Cap ETF worth $54.9M as of Q1 2021.
Paracle Advisors bought 7,924 Vanguard Morningstar Mid-Cap ETF shares in Q1 2021, an estimated $430K.
Vanguard Morningstar Mid-Cap ETF made up 9.96% of Paracle Advisors's portfolio in Q1 2021, its #1 holding.
Paracle Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2014 and has held it in 27 quarters since.
1,273 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2021.

Based on Paracle Advisors's 13F filing for Q1 2021, filed 13 May 2021.