Seven Post Investment Office’s Vanguard Mid-Cap ETF VO Stock Holding History

Seven Post Investment Office’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
2024 Q2	–	Sell	-41,660	Closed	-$2.6M	–	59
2024 Q1	$2.6M	Hold	41,660	–	–	0.64%	19
2023 Q4	$2.42M	Hold	41,660	–	–	0.61%	21
2023 Q3	$2.17M	Hold	41,660	–	–	0.6%	21
2023 Q2	$2.29M	Hold	41,660	–	–	0.7%	19
2023 Q1	$2.2M	Hold	41,660	–	–	0.79%	17
2022 Q4	$2.12M	Hold	41,660	–	–	0.75%	18
2022 Q3	$1.96M	Buy	41,660 +34,872	+514%	+$1.82M	0.76%	16
2022 Q2	$334K	Sell	6,788 -35,076	-84%	-$1.9M	0.12%	39
2022 Q1	$2.49M	Hold	41,864	–	–	0.76%	16
2021 Q4	$2.67M	Hold	41,864	–	–	0.72%	16
2021 Q3	$2.48M	Buy	41,864 +6,692	+19%	+$404K	0.77%	16
2021 Q2	$2.09M	Hold	35,172	–	–	0.63%	15
2021 Q1	$1.95M	Buy	35,172 +28,384	+418%	+$1.54M	0.68%	17
2020 Q4	$351K	Buy	+6,788	New	+$329K	0.14%	33

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Seven Post Investment Office's VO Position: Q2 2024 in Review

Seven Post Investment Office sold out of Vanguard Mid-Cap ETF (VO) in Q2 2024, closing a stake of 41,660 shares — an estimated $2.6M sold.

Seven Post Investment Office first reported a position in VO in Q4 2020 and held it in 14 quarters. The position peaked at $2.67M in Q4 2021. 1,882 funds tracked by Wall St. Rank hold VO as of Q2 2024.

Seven Post Investment Office reported no remaining Vanguard Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
Seven Post Investment Office sold 41,660 Vanguard Mid-Cap ETF shares in Q2 2024, an estimated $2.6M.
Seven Post Investment Office first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and held it in 14 quarters.
Seven Post Investment Office's Vanguard Mid-Cap ETF position peaked at $2.67M in Q4 2021.
1,882 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2024.

Based on Seven Post Investment Office's 13F filing for Q2 2024, filed 5 Aug 2024.