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Stewardship Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Stewardship Financial Advisors’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
2021
Q1 		$698K Sell
12,608
-2,324
-16% -$126K 0.24% 35
2020
Q4 		$772K Buy
14,932
+24
+0.2% +$1.16K 0.28% 34
2020
Q3 		$657K Hold
14,908
– – 0.27% 34
2020
Q2 		$611K Buy
14,908
+12
+0.1% +$460 0.27% 34
2020
Q1 		$490K Sell
14,896
-80
-0.5% -$3.31K 0.25% 33
2019
Q4 		$667K Buy
14,976
+108
+0.7% +$4.64K 0.24% 35
2019
Q3 		$623K Sell
14,868
-184
-1% -$7.69K 0.26% 34
2019
Q2 		$629K Sell
15,052
-1,992
-12% -$81.5K 0.27% 34
2019
Q1 		$685K Sell
17,044
-20
-0.1% -$769 0.32% 33
2018
Q4 		$589K Sell
17,064
-792
-4% -$29.7K 0.3% 33
2018
Q3 		$733K Sell
17,856
-28
-0.2% -$1.14K 0.35% 33
2018
Q2 		$705K Buy
17,884
+16
+0.1% +$628 0.35% 33
2018
Q1 		$689K Hold
17,868
– – 0.34% 32
2017
Q4 		$691K Sell
17,868
-40
-0.2% -$1.51K 0.36% 34
2017
Q3 		$658K Buy
17,908
+12
+0.1% +$433 0.38% 33
2017
Q2 		$638K Buy
17,896
+24
+0.1% +$848 0.39% 32
2017
Q1 		$622K Sell
17,872
-12
-0.1% -$412 0.39% 35
2016
Q4 		$589K Sell
17,884
-96
-0.5% -$3.11K 0.37% 36
2016
Q3 		$582K Buy
17,980
+12
+0.1% +$385 0.37% 37
2016
Q2 		$555K Sell
17,968
-154,564
-90% -$4.72M 0.38% 36
2016
Q1 		$5.23M Buy
172,532
+151,984
+740% +$4.3M 4.14% 9
2015
Q4 		$617K Buy
+20,548
New +$627K 0.49% 48

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Stewardship Financial Advisors's VO Position: Q1 2021 in Review

Stewardship Financial Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 16% in Q1 2021, selling an estimated $126K and leaving 12,608 shares worth $698K. The position accounts for 0.24% of the portfolio, ranked #35.

Stewardship Financial Advisors first reported a position in VO in Q4 2015 and has held it in 22 quarters since. The position peaked at $5.23M in Q1 2016. 1,272 funds tracked by Wall St. Rank hold VO as of Q1 2021.

  • Stewardship Financial Advisors held 12,608 shares of Vanguard Mid-Cap ETF worth $698K as of Q1 2021.
  • Stewardship Financial Advisors sold 2,324 Vanguard Mid-Cap ETF shares in Q1 2021, an estimated $126K.
  • Vanguard Mid-Cap ETF made up 0.24% of Stewardship Financial Advisors's portfolio in Q1 2021, its #35 holding.
  • Stewardship Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2015 and has held it in 22 quarters since.
  • Stewardship Financial Advisors's Vanguard Mid-Cap ETF position peaked at $5.23M in Q1 2016.
  • 1,272 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.