True Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

True Capital 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
2023 Q1	$372K	Buy	7,064 +136	+2%	+$7.24K	0.26%	74
2022 Q4	$353K	Buy	+6,928	New	+$353K	0.29%	77

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

True Capital Management's VO Position: Q1 2023 in Review

True Capital Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2% in Q1 2023, buying an estimated $7.24K and bringing the position to 7,064 shares worth $372K. The position accounts for 0.26% of the portfolio, ranked #74.

True Capital Management first reported a position in VO in Q4 2022 and has held it in 2 quarters since. 1,618 funds tracked by Wall St. Rank hold VO as of Q1 2023.

True Capital Management held 7,064 shares of Vanguard Morningstar Mid-Cap ETF worth $372K as of Q1 2023.
True Capital Management bought 136 Vanguard Morningstar Mid-Cap ETF shares in Q1 2023, an estimated $7.24K.
Vanguard Morningstar Mid-Cap ETF made up 0.26% of True Capital Management's portfolio in Q1 2023, its #74 holding.
True Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 2 quarters since.
1,618 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.