Rinet Company’s Vanguard Mid-Cap ETF VO Stock Holding History

Rinet Company’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
2021 Q3	$863K	Buy	14,576 +340	+2%	+$20.5K	0.16%	42
2021 Q2	$845K	Hold	14,236	–	–	0.16%	43
2021 Q1	$788K	Buy	+14,236	New	+$773K	0.16%	41

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Rinet Company's VO Position: Q3 2021 in Review

Rinet Company increased its Vanguard Mid-Cap ETF (VO) stake by 2.4% in Q3 2021, buying an estimated $20.5K and bringing the position to 14,576 shares worth $863K. The position accounts for 0.16% of the portfolio, ranked #42.

Rinet Company first reported a position in VO in Q1 2021 and has held it in 3 quarters since. 1,354 funds tracked by Wall St. Rank hold VO as of Q3 2021.

Rinet Company held 14,576 shares of Vanguard Mid-Cap ETF worth $863K as of Q3 2021.
Rinet Company bought 340 Vanguard Mid-Cap ETF shares in Q3 2021, an estimated $20.5K.
Vanguard Mid-Cap ETF made up 0.16% of Rinet Company's portfolio in Q3 2021, its #42 holding.
Rinet Company first reported a position in Vanguard Mid-Cap ETF in Q1 2021 and has held it in 3 quarters since.
1,354 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2021.

Based on Rinet Company's 13F filing for Q3 2021, filed 12 Nov 2021.