Stearns Financial Services Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Stearns Financial Services 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
2020 Q3	$12K	Sell	276 -68	-20%	-$2.96K	﹤0.01%	197
2020 Q2	$14K	Sell	344 -344	-50%	-$13.2K	﹤0.01%	182
2020 Q1	$23K	Buy	+688	New	+$28.5K	﹤0.01%	172

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Stearns Financial Services Group's VO Position: Q3 2020 in Review

Stearns Financial Services Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 20% in Q3 2020, selling an estimated $2.96K and leaving 276 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #197.

Stearns Financial Services Group first reported a position in VO in Q1 2020 and has held it in 3 quarters since. The position peaked at $23K in Q1 2020. 1,057 funds tracked by Wall St. Rank hold VO as of Q3 2020.

Stearns Financial Services Group held 276 shares of Vanguard Morningstar Mid-Cap ETF worth $12K as of Q3 2020.
Stearns Financial Services Group sold 68 Vanguard Morningstar Mid-Cap ETF shares in Q3 2020, an estimated $2.96K.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Stearns Financial Services Group's portfolio in Q3 2020, its #197 holding.
Stearns Financial Services Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 3 quarters since.
Stearns Financial Services Group's Vanguard Morningstar Mid-Cap ETF position peaked at $23K in Q1 2020.
1,057 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.