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

Personal Capital 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
2022 Q4	$18.6M	Buy	364,268 +4,172	+1%	+$213K	0.09%	136
2022 Q3	$16.9M	Buy	360,096 +9,396	+3%	+$491K	0.09%	128
2022 Q2	$17.3M	Sell	350,700 -9,132	-3%	-$493K	0.09%	129
2022 Q1	$21.4M	Sell	359,832 -10,760	-3%	-$631K	0.1%	127
2021 Q4	$23.6M	Buy	370,592 +256	+0.1%	+$16K	0.11%	122
2021 Q3	$21.9M	Sell	370,336 -8,520	-2%	-$515K	0.11%	123
2021 Q2	$22.5M	Sell	378,856 -21,048	-5%	-$1.22M	0.12%	121
2021 Q1	$22.1M	Sell	399,904 -9,940	-2%	-$539K	0.13%	121
2020 Q4	$21.2M	Buy	409,844 +11,876	+3%	+$575K	0.14%	119
2020 Q3	$17.5M	Buy	397,968 +12,860	+3%	+$560K	0.13%	114
2020 Q2	$15.8M	Buy	385,108 +19,164	+5%	+$734K	0.13%	112
2020 Q1	$12.1M	Buy	365,944 +15,692	+4%	+$650K	0.12%	121
2019 Q4	$15.6M	Buy	350,252 +27,360	+8%	+$1.17M	0.13%	118
2019 Q3	$13.5M	Buy	322,892 +20,264	+7%	+$847K	0.13%	122
2019 Q2	$12.6M	Buy	302,628 +30,588	+11%	+$1.25M	0.13%	117
2019 Q1	$10.9M	Buy	272,040 +32,236	+13%	+$1.24M	0.12%	119
2018 Q4	$8.28M	Buy	239,804 +5,256	+2%	+$197K	0.11%	123
2018 Q3	$9.63M	Buy	234,548 +20,536	+10%	+$838K	0.12%	117
2018 Q2	$8.43M	Buy	214,012 +35,080	+20%	+$1.38M	0.12%	118
2018 Q1	$6.9M	Buy	178,932 +28,172	+19%	+$1.11M	0.11%	121
2017 Q4	$5.83M	Buy	150,760 +28,084	+23%	+$1.06M	0.1%	125
2017 Q3	$4.51M	Buy	122,676 +31,408	+34%	+$1.13M	0.09%	127
2017 Q2	$3.25M	Buy	91,268 +23,680	+35%	+$837K	0.07%	132
2017 Q1	$2.35M	Sell	67,588 -32,640	-33%	-$1.12M	0.06%	126
2016 Q4	$3.3M	Buy	100,228 +20,712	+26%	+$670K	0.1%	126
2016 Q3	$2.55M	Buy	79,516 +13,132	+20%	+$421K	0.09%	125
2016 Q2	$2.05M	Buy	66,384 +19,060	+40%	+$583K	0.08%	127
2016 Q1	$1.43M	Buy	47,324 +27,296	+136%	+$772K	0.07%	125
2015 Q4	$601K	Buy	+20,028	New	+$611K	0.03%	131

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

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Personal Capital Advisors's VO Position: Q4 2022 in Review

Personal Capital Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.2% in Q4 2022, buying an estimated $213K and bringing the position to 364,268 shares worth $18.6M. The position accounts for 0.09% of the portfolio, ranked #136.

Personal Capital Advisors first reported a position in VO in Q4 2015 and has held it in 29 quarters since. The position peaked at $23.6M in Q4 2021. 1,620 funds tracked by Wall St. Rank hold VO as of Q4 2022.

Personal Capital Advisors held 364,268 shares of Vanguard Morningstar Mid-Cap ETF worth $18.6M as of Q4 2022.
Personal Capital Advisors bought 4,172 Vanguard Morningstar Mid-Cap ETF shares in Q4 2022, an estimated $213K.
Vanguard Morningstar Mid-Cap ETF made up 0.09% of Personal Capital Advisors's portfolio in Q4 2022, its #136 holding.
Personal Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2015 and has held it in 29 quarters since.
Personal Capital Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $23.6M in Q4 2021.
1,620 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.