Rather & Kittrell’s Vanguard Mid-Cap ETF VO Stock Holding History

Rather & Kittrell’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	–	Sell	-508	Closed	-$32K	–	299
2021 Q4	$32K	Buy	+508	New	+$31.8K	0.03%	153

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

Rather & Kittrell's VO Position: Q1 2022 in Review

Rather & Kittrell sold out of Vanguard Mid-Cap ETF (VO) in Q1 2022, closing a stake of 508 shares — an estimated $32K sold.

Rather & Kittrell first reported a position in VO in Q4 2021 and held it in 1 quarter. The position peaked at $32K in Q4 2021. 1,573 funds tracked by Wall St. Rank hold VO as of Q1 2022.

Rather & Kittrell reported no remaining Vanguard Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
Rather & Kittrell sold 508 Vanguard Mid-Cap ETF shares in Q1 2022, an estimated $32K.
Rather & Kittrell first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and held it in 1 quarter.
Rather & Kittrell's Vanguard Mid-Cap ETF position peaked at $32K in Q4 2021.
1,573 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2022.

Based on Rather & Kittrell's 13F filing for Q1 2022, filed 10 May 2022.