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Surevest’s Vanguard Mid-Cap ETF VO Stock Holding History

Surevest’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
Q3 		$112K Sell
2,392
-496
-17% -$25.9K 0.03% 160
2022
Q2 		$142K Buy
2,888
+636
+28% +$34.4K 0.04% 152
2022
Q1 		$134K Buy
2,252
+1,516
+206% +$88.9K 0.03% 146
2021
Q4 		$47K Buy
+736
New +$46.1K 0.01% 192

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
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Surevest's VO Position: Q3 2022 in Review

Surevest reduced its Vanguard Mid-Cap ETF (VO) stake by 17% in Q3 2022, selling an estimated $25.9K and leaving 2,392 shares worth $112K. The position accounts for 0.03% of the portfolio, ranked #160.

Surevest first reported a position in VO in Q4 2021 and has held it in 4 quarters since. The position peaked at $142K in Q2 2022. 1,498 funds tracked by Wall St. Rank hold VO as of Q3 2022.

  • Surevest held 2,392 shares of Vanguard Mid-Cap ETF worth $112K as of Q3 2022.
  • Surevest sold 496 Vanguard Mid-Cap ETF shares in Q3 2022, an estimated $25.9K.
  • Vanguard Mid-Cap ETF made up 0.03% of Surevest's portfolio in Q3 2022, its #160 holding.
  • Surevest first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Vanguard Mid-Cap ETF position peaked at $142K in Q2 2022.
  • 1,498 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.