RegentAtlantic Capital’s Vanguard Mid-Cap ETF VO Stock Holding History

RegentAtlantic Capital’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 Q3	$672K	Buy	14,288 +7,464	+109%	+$390K	0.02%	385
2022 Q2	$336K	Sell	6,824 -60	-0.9%	-$3.24K	0.01%	527
2022 Q1	$409K	Buy	6,884 +1,084	+19%	+$63.6K	0.01%	502
2021 Q4	$369K	Buy	5,800 +428	+8%	+$26.8K	0.01%	523
2021 Q3	$318K	Buy	5,372 +52	+1%	+$3.14K	0.01%	540
2021 Q2	$316K	Sell	5,320 -484	-8%	-$28.1K	0.01%	521
2021 Q1	$321K	Buy	+5,804	New	+$315K	0.01%	459

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RJA

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

RegentAtlantic Capital's VO Position: Q3 2022 in Review

RegentAtlantic Capital increased its Vanguard Mid-Cap ETF (VO) stake by 109% in Q3 2022, buying an estimated $390K and bringing the position to 14,288 shares worth $672K. The position accounts for 0.02% of the portfolio, ranked #385.

RegentAtlantic Capital first reported a position in VO in Q1 2021 and has held it in 7 quarters since. 1,498 funds tracked by Wall St. Rank hold VO as of Q3 2022.

RegentAtlantic Capital held 14,288 shares of Vanguard Mid-Cap ETF worth $672K as of Q3 2022.
RegentAtlantic Capital bought 7,464 Vanguard Mid-Cap ETF shares in Q3 2022, an estimated $390K.
Vanguard Mid-Cap ETF made up 0.02% of RegentAtlantic Capital's portfolio in Q3 2022, its #385 holding.
RegentAtlantic Capital first reported a position in Vanguard Mid-Cap ETF in Q1 2021 and has held it in 7 quarters since.
1,498 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.