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Patton Fund Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Patton Fund Management’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
2023
Q1 		– Sell
-16,656
Closed -$849K – 220
2022
Q4 		$849K Buy
+16,656
New +$848K 0.25% 85

Other funds holding VO

Wells Fargo
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Bank of America
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Patton Fund Management's VO Position: Q1 2023 in Review

Patton Fund Management sold out of Vanguard Mid-Cap ETF (VO) in Q1 2023, closing a stake of 16,656 shares — an estimated $849K sold.

Patton Fund Management first reported a position in VO in Q4 2022 and held it in 1 quarter. The position peaked at $849K in Q4 2022. 1,616 funds tracked by Wall St. Rank hold VO as of Q1 2023.

  • Patton Fund Management reported no remaining Vanguard Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Patton Fund Management sold 16,656 Vanguard Mid-Cap ETF shares in Q1 2023, an estimated $849K.
  • Patton Fund Management first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and held it in 1 quarter.
  • Patton Fund Management's Vanguard Mid-Cap ETF position peaked at $849K in Q4 2022.
  • 1,616 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2023.

Based on Patton Fund Management's 13F filing for Q1 2023, filed 6 Apr 2023.