Reynders McVeigh Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Reynders McVeigh Capital 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
2022 Q4	–	Sell	-5,212	Closed	-$245K	–	217
2022 Q3	$245K	Buy	+5,212	New	+$272K	0.02%	190
2022 Q2	–	Sell	-12,432	Closed	-$739K	–	235
2022 Q1	$739K	Buy	12,432 +8,724	+235%	+$512K	0.05%	123
2021 Q4	$236K	Buy	+3,708	New	+$232K	0.01%	214
2021 Q3	–	Sell	-3,772	Closed	-$224K	–	236
2021 Q2	$224K	Sell	3,772 -592	-14%	-$34.3K	0.01%	213
2021 Q1	$241K	Buy	4,364 +36	+0.8%	+$1.95K	0.02%	210
2020 Q4	$224K	Sell	4,328 -308	-7%	-$14.9K	0.02%	207
2020 Q3	$204K	Buy	+4,636	New	+$202K	0.02%	216

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Reynders McVeigh Capital Management's VO Position: Q4 2022 in Review

Reynders McVeigh Capital Management sold out of Vanguard Mid-Cap ETF (VO) in Q4 2022, closing a stake of 5,212 shares — an estimated $245K sold.

Reynders McVeigh Capital Management first reported a position in VO in Q3 2020 and held it in 7 quarters. The position peaked at $739K in Q1 2022. 1,618 funds tracked by Wall St. Rank hold VO as of Q4 2022.

Reynders McVeigh Capital Management reported no remaining Vanguard Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
Reynders McVeigh Capital Management sold 5,212 Vanguard Mid-Cap ETF shares in Q4 2022, an estimated $245K.
Reynders McVeigh Capital Management first reported a position in Vanguard Mid-Cap ETF in Q3 2020 and held it in 7 quarters.
Reynders McVeigh Capital Management's Vanguard Mid-Cap ETF position peaked at $739K in Q1 2022.
1,618 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2022.

Based on Reynders McVeigh Capital Management's 13F filing for Q4 2022, filed 10 Feb 2023.