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SVA Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

SVA Wealth Management’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
Q4 		$10.9M Sell
210,884
-4,488
-2% -$217K 0.95% 19
2020
Q3 		$9.49M Sell
215,372
-5,376
-2% -$234K 0.94% 21
2020
Q2 		$9.05M Sell
220,748
-17,996
-8% -$689K 0.97% 21
2020
Q1 		$7.86M Buy
238,744
+9,860
+4% +$408K 0.9% 18
2019
Q4 		$10.2M Buy
228,884
+1,692
+0.7% +$72.7K 0.93% 19
2019
Q3 		$9.52M Sell
227,192
-1,836
-0.8% -$76.7K 0.93% 17
2019
Q2 		$9.57M Sell
229,028
-5,096
-2% -$209K 0.94% 17
2019
Q1 		$9.41M Sell
234,124
-6,932
-3% -$267K 0.91% 20
2018
Q4 		$8.33M Buy
241,056
+24,476
+11% +$919K 0.94% 19
2018
Q3 		$8.89M Buy
216,580
+2,284
+1% +$93.2K 0.9% 22
2018
Q2 		$8.45M Sell
214,296
-11,380
-5% -$447K 0.91% 22
2018
Q1 		$8.29M Buy
225,676
+6,640
+3% +$261K 1.02% 20
2017
Q4 		$8.48M Sell
219,036
-6,640
-3% -$251K 0.99% 23
2017
Q3 		$8.29M Buy
225,676
+476
+0.2% +$17.2K 1.02% 20
2017
Q2 		$8.02M Buy
225,200
+4,200
+2% +$148K 1.04% 22
2017
Q1 		$7.69M Sell
221,000
-3,508
-2% -$121K 1.04% 22
2016
Q4 		$7.39M Sell
224,508
-36
-0% -$1.17K 1.1% 25
2016
Q3 		$7.27M Sell
224,544
-8,584
-4% -$275K 1.13% 22
2016
Q2 		$7.21M Sell
233,128
-536
-0.2% -$16.4K 1.16% 21
2016
Q1 		$7.08M Buy
233,664
+792
+0.3% +$22.4K 1.17% 22
2015
Q4 		$6.99M Sell
232,872
-4,120
-2% -$126K 1.21% 21
2015
Q3 		$6.91M Buy
236,992
+4,532
+2% +$141K 1.29% 17
2015
Q2 		$7.41M Buy
232,460
+2,172
+0.9% +$70.5K 1.36% 14
2015
Q1 		$7.64M Buy
230,288
+45,828
+25% +$1.44M 1.39% 14
2014
Q4 		$5.7M Sell
184,460
-912
-0.5% -$27.5K 2.07% 15
2014
Q3 		$5.44M Buy
185,372
+68
+0% +$2.02K 2.32% 13
2014
Q2 		$5.5M Sell
185,304
-72,016
-28% -$2.06M 2.35% 12
2014
Q1 		$7.31M Sell
257,320
-4,664
-2% -$129K 3.45% 6
2013
Q4 		$7.21M Buy
+261,984
New +$6.98M 4.3% 4

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

SVA Wealth Management's VO Position: Q4 2020 in Review

SVA Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 2.1% in Q4 2020, selling an estimated $217K and leaving 210,884 shares worth $10.9M. The position accounts for 0.95% of the portfolio, ranked #19.

SVA Wealth Management first reported a position in VO in Q4 2013 and has held it in 29 quarters since. 1,220 funds tracked by Wall St. Rank hold VO as of Q4 2020.

  • SVA Wealth Management held 210,884 shares of Vanguard Mid-Cap ETF worth $10.9M as of Q4 2020.
  • SVA Wealth Management sold 4,488 Vanguard Mid-Cap ETF shares in Q4 2020, an estimated $217K.
  • Vanguard Mid-Cap ETF made up 0.95% of SVA Wealth Management's portfolio in Q4 2020, its #19 holding.
  • SVA Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2013 and has held it in 29 quarters since.
  • 1,220 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.