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

Patron 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	-3,716	Closed	-$205K	–	186
2021 Q1	$205K	Buy	+3,716	New	+$202K	0.17%	140

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

Patron Partners's VO Position: Q2 2021 in Review

Patron Partners sold out of Vanguard Mid-Cap ETF (VO) in Q2 2021, closing a stake of 3,716 shares — an estimated $205K sold.

Patron Partners first reported a position in VO in Q1 2021 and held it in 1 quarter. The position peaked at $205K in Q1 2021. 1,327 funds tracked by Wall St. Rank hold VO as of Q2 2021.

Patron Partners reported no remaining Vanguard Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
Patron Partners sold 3,716 Vanguard Mid-Cap ETF shares in Q2 2021, an estimated $205K.
Patron Partners first reported a position in Vanguard Mid-Cap ETF in Q1 2021 and held it in 1 quarter.
Patron Partners's Vanguard Mid-Cap ETF position peaked at $205K in Q1 2021.
1,327 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2021.

Based on Patron Partners's 13F filing for Q2 2021, filed 21 Jul 2021.