SVB Investment Services’s Vanguard Mid-Cap ETF VO Stock Holding History

SVB Investment Services’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 Q1	$987K	Buy	16,604 +4	+0%	+$235	0.61%	26
2021 Q4	$1.06M	Sell	16,600 -240	-1%	-$15K	0.7%	22
2021 Q3	$997K	Sell	16,840 -424	-2%	-$25.6K	0.66%	20
2021 Q2	$1.02M	Sell	17,264 -1,204	-7%	-$69.8K	0.68%	21
2021 Q1	$1.02M	Buy	18,468 +200	+1%	+$10.9K	0.81%	20
2020 Q4	$944K	Sell	18,268 -356	-2%	-$17.2K	0.73%	22
2020 Q3	$821K	Buy	18,624 +1,964	+12%	+$85.6K	0.7%	25
2020 Q2	$683K	Sell	16,660 -516	-3%	-$19.8K	0.63%	25
2020 Q1	$565K	Buy	17,176 +4,036	+31%	+$167K	0.49%	25
2019 Q4	$585K	Buy	+13,140	New	+$564K	0.55%	23

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

SVB Investment Services's VO Position: Q1 2022 in Review

SVB Investment Services increased its Vanguard Mid-Cap ETF (VO) stake by 0.02% in Q1 2022, buying an estimated $235 and bringing the position to 16,604 shares worth $987K. The position accounts for 0.61% of the portfolio, ranked #26.

SVB Investment Services first reported a position in VO in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.06M in Q4 2021. 1,572 funds tracked by Wall St. Rank hold VO as of Q1 2022.

SVB Investment Services held 16,604 shares of Vanguard Mid-Cap ETF worth $987K as of Q1 2022.
SVB Investment Services bought 4 Vanguard Mid-Cap ETF shares in Q1 2022, an estimated $235.
Vanguard Mid-Cap ETF made up 0.61% of SVB Investment Services's portfolio in Q1 2022, its #26 holding.
SVB Investment Services first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and has held it in 10 quarters since.
SVB Investment Services's Vanguard Mid-Cap ETF position peaked at $1.06M in Q4 2021.
1,572 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2022.

Based on SVB Investment Services's 13F filing for Q1 2022, filed 10 May 2022.