Strategic Capital Advisers’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Strategic Capital Advisers’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	$220K	Hold	4,464	–	–	0.18%	57
2022 Q1	$266K	Sell	4,464 -3,400	-43%	-$199K	0.2%	53
2021 Q4	$501K	Hold	7,864	–	–	0.36%	44
2021 Q3	$466K	Sell	7,864 -300	-4%	-$18.1K	0.36%	45
2021 Q2	$485K	Hold	8,164	–	–	0.4%	41
2021 Q1	$452K	Sell	8,164 -300	-4%	-$16.3K	0.39%	41
2020 Q4	$438K	Hold	8,464	–	–	0.37%	40
2020 Q3	$373K	Buy	8,464 +3,040	+56%	+$132K	0.35%	40
2020 Q2	$222K	Buy	+5,424	New	+$208K	0.22%	48
2020 Q1	–	Sell	-5,424	Closed	-$242K	–	59
2019 Q4	$242K	Sell	5,424 -200	-4%	-$8.59K	0.23%	58
2019 Q3	$236K	Sell	5,624 -60	-1%	-$2.51K	0.26%	54
2019 Q2	$238K	Hold	5,684	–	–	0.25%	52
2019 Q1	$228K	Sell	5,684 -120	-2%	-$4.62K	0.25%	51
2018 Q4	$200K	Hold	5,804	–	–	0.21%	52
2018 Q3	$238K	Hold	5,804	–	–	0.17%	54
2018 Q2	$236K	Hold	5,804	–	–	0.17%	52
2018 Q1	$225K	Hold	5,804	–	–	0.22%	55
2017 Q4	$225K	Buy	+5,804	New	+$219K	0.22%	56

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Strategic Capital Advisers's VO Position: Q2 2022 in Review

Strategic Capital Advisers held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2022 at 4,464 shares worth $220K. The position accounts for 0.18% of the portfolio, ranked #57.

Strategic Capital Advisers first reported a position in VO in Q4 2017 and has held it in 18 quarters since. The position peaked at $501K in Q4 2021. 1,518 funds tracked by Wall St. Rank hold VO as of Q2 2022.

Strategic Capital Advisers held 4,464 shares of Vanguard Morningstar Mid-Cap ETF worth $220K as of Q2 2022.
Strategic Capital Advisers left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2022.
Vanguard Morningstar Mid-Cap ETF made up 0.18% of Strategic Capital Advisers's portfolio in Q2 2022, its #57 holding.
Strategic Capital Advisers first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and has held it in 18 quarters since.
Strategic Capital Advisers's Vanguard Morningstar Mid-Cap ETF position peaked at $501K in Q4 2021.
1,518 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2022.

Based on Strategic Capital Advisers's 13F filing for Q2 2022, filed 18 Jul 2022.