Sargent Bickham Lagudis’s Vanguard Mid-Cap ETF VO Stock Holding History

Sargent Bickham Lagudis’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	$6.88M	Buy	134,952 +2,032	+2%	+$104K	0.56%	38
2022 Q3	$6.25M	Sell	132,920 -844	-0.6%	-$44.1K	0.56%	40
2022 Q2	$6.59M	Sell	133,764 -240	-0.2%	-$13K	0.57%	36
2022 Q1	$7.97M	Buy	134,004 +12,716	+10%	+$746K	0.62%	36
2021 Q4	$7.72M	Buy	121,288 +264	+0.2%	+$16.5K	0.58%	38
2021 Q3	$7.16M	Buy	121,024 +512	+0.4%	+$30.9K	0.58%	37
2021 Q2	$7.15M	Sell	120,512 -512	-0.4%	-$29.7K	0.58%	38
2021 Q1	$6.7M	Sell	121,024 -2,436	-2%	-$132K	0.59%	40
2020 Q4	$6.38M	Buy	123,460 +1,996	+2%	+$96.6K	0.59%	39
2020 Q3	$5.35M	Sell	121,464 -2,944	-2%	-$128K	0.54%	45
2020 Q2	$5.1M	Sell	124,408 -1,472	-1%	-$56.4K	0.55%	42
2020 Q1	$4.14M	Buy	125,880 +77,772	+162%	+$3.22M	0.53%	40
2019 Q4	$2.14M	Buy	48,108 +60	+0.1%	+$2.58K	0.24%	84
2019 Q3	$2.01M	Sell	48,048 -1,800	-4%	-$75.2K	0.24%	83
2019 Q2	$2.08M	Sell	49,848 -620	-1%	-$25.4K	0.25%	83
2019 Q1	$2.03M	Sell	50,468 -376	-0.7%	-$14.5K	0.23%	91
2018 Q4	$1.76M	Buy	50,844 +2,452	+5%	+$92.1K	0.23%	88
2018 Q3	$1.99M	Sell	48,392 -716	-1%	-$29.2K	0.24%	87
2018 Q2	$1.94M	Sell	49,108 -3,632	-7%	-$143K	0.24%	86
2018 Q1	$2.03M	Sell	52,740 -6,008	-10%	-$237K	0.25%	82
2017 Q4	$2.27M	Sell	58,748 -1,440	-2%	-$54.4K	0.27%	83
2017 Q3	$2.21M	Sell	60,188 -2,192	-4%	-$79.1K	0.27%	80
2017 Q2	$2.22M	Sell	62,380 -2,464	-4%	-$87.1K	0.28%	79
2017 Q1	$2.26M	Sell	64,844 -2,628	-4%	-$90.3K	0.29%	79
2016 Q4	$2.22M	Buy	67,472 +65,740	+3,796%	+$2.13M	0.34%	76
2016 Q3	$2.28K	Sell	1,732 -70,188	-98%	-$2.25M	0.34%	77
2016 Q2	$2.22M	Sell	71,920 -10,652	-13%	-$326K	0.35%	82
2016 Q1	$2.5M	Buy	+82,572	New	+$2.34M	0.4%	69

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

Sargent Bickham Lagudis's VO Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its Vanguard Mid-Cap ETF (VO) stake by 1.5% in Q4 2022, buying an estimated $104K and bringing the position to 134,952 shares worth $6.88M. The position accounts for 0.56% of the portfolio, ranked #38.

Sargent Bickham Lagudis first reported a position in VO in Q1 2016 and has held it in 28 quarters since. The position peaked at $7.97M in Q1 2022. 1,618 funds tracked by Wall St. Rank hold VO as of Q4 2022.

Sargent Bickham Lagudis held 134,952 shares of Vanguard Mid-Cap ETF worth $6.88M as of Q4 2022.
Sargent Bickham Lagudis bought 2,032 Vanguard Mid-Cap ETF shares in Q4 2022, an estimated $104K.
Vanguard Mid-Cap ETF made up 0.56% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #38 holding.
Sargent Bickham Lagudis first reported a position in Vanguard Mid-Cap ETF in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's Vanguard Mid-Cap ETF position peaked at $7.97M in Q1 2022.
1,618 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.