SNS Financial Group’s Vanguard Mid-Cap ETF VO Stock Holding History

SNS Financial Group’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 Q2	–	Sell	-3,472	Closed	-$206K	–	228
2022 Q1	$206K	Sell	3,472 -628	-15%	-$36.8K	0.02%	198
2021 Q4	$261K	Sell	4,100 -256	-6%	-$16K	0.03%	188
2021 Q3	$258K	Sell	4,356 -192	-4%	-$11.6K	0.03%	176
2021 Q2	$270K	Sell	4,548 -44	-1%	-$2.55K	0.03%	174
2021 Q1	$254K	Sell	4,592 -272	-6%	-$14.8K	0.03%	174
2020 Q4	$251K	Sell	4,864 -1,920	-28%	-$93K	0.04%	169
2020 Q3	$299K	Buy	6,784 +1,840	+37%	+$80.2K	0.05%	154
2020 Q2	$203K	Buy	+4,944	New	+$189K	0.04%	179
2020 Q1	–	Sell	-5,212	Closed	-$232K	–	237
2019 Q4	$232K	Sell	5,212 -168	-3%	-$7.21K	0.04%	190
2019 Q3	$225K	Buy	5,380 +464	+9%	+$19.4K	0.04%	175
2019 Q2	$205K	Buy	+4,916	New	+$201K	0.04%	189
2014 Q1	–	Sell	-11,168	Closed	-$307K	–	130
2013 Q4	$307K	Buy	11,168 +420	+4%	+$11.2K	0.14%	98
2013 Q3	$275K	Sell	10,748 -13,404	-55%	-$336K	0.17%	81
2013 Q2	$574K	Buy	+24,152	New	+$573K	0.22%	42

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

SNS Financial Group's VO Position: Q2 2022 in Review

SNS Financial Group sold out of Vanguard Mid-Cap ETF (VO) in Q2 2022, closing a stake of 3,472 shares — an estimated $206K sold.

SNS Financial Group first reported a position in VO in Q2 2013 and held it in 14 quarters. The position peaked at $574K in Q2 2013. 1,517 funds tracked by Wall St. Rank hold VO as of Q2 2022.

SNS Financial Group reported no remaining Vanguard Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
SNS Financial Group sold 3,472 Vanguard Mid-Cap ETF shares in Q2 2022, an estimated $206K.
SNS Financial Group first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and held it in 14 quarters.
SNS Financial Group's Vanguard Mid-Cap ETF position peaked at $574K in Q2 2013.
1,517 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2022.

Based on SNS Financial Group's 13F filing for Q2 2022, filed 22 Jul 2022.