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EAGLE HARBOR ASSET MANAGEMENT INC /ADV’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

EAGLE HARBOR ASSET MANAGEMENT INC /ADV’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
-12,288
Closed -$471K – 126
2021
Q4 		$471K Buy
+12,288
New +$770K 0.62% 51

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Jones Financial Companies
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JP Morgan Chase
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Northwestern Mutual Wealth Management
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RJA
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EAGLE HARBOR ASSET MANAGEMENT INC /ADV's VO Position: Q1 2022 in Review

EAGLE HARBOR ASSET MANAGEMENT INC /ADV sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2022, closing a stake of 12,288 shares — an estimated $471K sold.

EAGLE HARBOR ASSET MANAGEMENT INC /ADV first reported a position in VO in Q4 2021 and held it in 1 quarter. The position peaked at $471K in Q4 2021. 1,573 funds tracked by Wall St. Rank hold VO as of Q1 2022.

  • EAGLE HARBOR ASSET MANAGEMENT INC /ADV reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • EAGLE HARBOR ASSET MANAGEMENT INC /ADV sold 12,288 Vanguard Morningstar Mid-Cap ETF shares in Q1 2022, an estimated $471K.
  • EAGLE HARBOR ASSET MANAGEMENT INC /ADV first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and held it in 1 quarter.
  • EAGLE HARBOR ASSET MANAGEMENT INC /ADV's Vanguard Morningstar Mid-Cap ETF position peaked at $471K in Q4 2021.
  • 1,573 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2022.

Based on EAGLE HARBOR ASSET MANAGEMENT INC /ADV's 13F filing for Q1 2022, filed 11 Aug 2026.