Siena Capital’s Vanguard Mid-Cap ETF VO Stock Holding History

Siena Capital’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 Q3	$14K	Hold	296	–	–	0.01%	109
2022 Q2	$15K	Hold	296	–	–	0.01%	139
2022 Q1	$18K	Buy	+296	New	+$17.4K	0.01%	158

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 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

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

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

Siena Capital's VO Position: Q3 2022 in Review

Siena Capital held its Vanguard Mid-Cap ETF (VO) position steady in Q3 2022 at 296 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #109.

Siena Capital first reported a position in VO in Q1 2022 and has held it in 3 quarters since. The position peaked at $18K in Q1 2022. 1,498 funds tracked by Wall St. Rank hold VO as of Q3 2022.

Siena Capital held 296 shares of Vanguard Mid-Cap ETF worth $14K as of Q3 2022.
Siena Capital left its Vanguard Mid-Cap ETF share count unchanged in Q3 2022.
Vanguard Mid-Cap ETF made up 0.01% of Siena Capital's portfolio in Q3 2022, its #109 holding.
Siena Capital first reported a position in Vanguard Mid-Cap ETF in Q1 2022 and has held it in 3 quarters since.
Siena Capital's Vanguard Mid-Cap ETF position peaked at $18K in Q1 2022.
1,498 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2022.

Based on Siena Capital's 13F filing for Q3 2022, filed 2 Nov 2022.