Stillwater Investment Management (Minnesota)’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Stillwater Investment Management (Minnesota)’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
2023 Q1	$231K	Buy	4,388 +8	+0.2%	+$426	0.06%	79
2022 Q4	$223K	Buy	4,380 +12	+0.3%	+$611	0.06%	78
2022 Q3	$205K	Buy	4,368 +4	+0.1%	+$209	0.06%	79
2022 Q2	$215K	Buy	4,364 +8	+0.2%	+$432	0.06%	82
2022 Q1	$259K	Buy	+4,356	New	+$256K	0.07%	81

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Stillwater Investment Management (Minnesota)'s VO Position: Q1 2023 in Review

Stillwater Investment Management (Minnesota) increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.18% in Q1 2023, buying an estimated $426 and bringing the position to 4,388 shares worth $231K. The position accounts for 0.06% of the portfolio, ranked #79.

Stillwater Investment Management (Minnesota) first reported a position in VO in Q1 2022 and has held it in 5 quarters since. The position peaked at $259K in Q1 2022. 1,617 funds tracked by Wall St. Rank hold VO as of Q1 2023.

Stillwater Investment Management (Minnesota) held 4,388 shares of Vanguard Morningstar Mid-Cap ETF worth $231K as of Q1 2023.
Stillwater Investment Management (Minnesota) bought 8 Vanguard Morningstar Mid-Cap ETF shares in Q1 2023, an estimated $426.
Vanguard Morningstar Mid-Cap ETF made up 0.06% of Stillwater Investment Management (Minnesota)'s portfolio in Q1 2023, its #79 holding.
Stillwater Investment Management (Minnesota) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 5 quarters since.
Stillwater Investment Management (Minnesota)'s Vanguard Morningstar Mid-Cap ETF position peaked at $259K in Q1 2022.
1,617 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2023.

Based on Stillwater Investment Management (Minnesota)'s 13F filing for Q1 2023, filed 5 Apr 2023.