Sabal Trust’s Vanguard Mid-Cap ETF VO Stock Holding History

Sabal Trust’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	-13,776	Closed	-$647K	–	170
2022 Q3	$647K	Buy	+13,776	New	+$720K	0.05%	88
2022 Q1	–	Sell	-3,268	Closed	-$208K	–	162
2021 Q4	$208K	Buy	+3,268	New	+$205K	0.01%	149

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

Sabal Trust's VO Position: Q4 2022 in Review

Sabal Trust sold out of Vanguard Mid-Cap ETF (VO) in Q4 2022, closing a stake of 13,776 shares — an estimated $647K sold.

Sabal Trust first reported a position in VO in Q4 2021 and held it in 2 quarters. The position peaked at $647K in Q3 2022. 1,618 funds tracked by Wall St. Rank hold VO as of Q4 2022.

Sabal Trust reported no remaining Vanguard Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
Sabal Trust sold 13,776 Vanguard Mid-Cap ETF shares in Q4 2022, an estimated $647K.
Sabal Trust first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and held it in 2 quarters.
Sabal Trust's Vanguard Mid-Cap ETF position peaked at $647K in Q3 2022.
1,618 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2022.

Based on Sabal Trust's 13F filing for Q4 2022, filed 1 Feb 2023.