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

Vigilant 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
2022 Q3	–	Sell	-352	Closed	-$17K	–	628
2022 Q2	$17K	Buy	+352	New	+$19K	﹤0.01%	386
2022 Q1	–	Sell	-2,244	Closed	-$143K	–	650
2021 Q4	$143K	Buy	2,244 +2,164	+2,705%	+$136K	0.01%	225
2021 Q3	$5K	Buy	80 +36	+82%	+$2.17K	﹤0.01%	661
2021 Q2	$3K	Buy	+44	New	+$2.55K	﹤0.01%	420
2018 Q4	–	Sell	-1,052	Closed	-$43K	–	508
2018 Q3	$43K	Buy	+1,052	New	+$42.9K	0.01%	287

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Vigilant Capital Management's VO Position: Q3 2022 in Review

Vigilant Capital Management sold out of Vanguard Mid-Cap ETF (VO) in Q3 2022, closing a stake of 352 shares — an estimated $17K sold.

Vigilant Capital Management first reported a position in VO in Q3 2018 and held it in 5 quarters. The position peaked at $143K in Q4 2021. 1,498 funds tracked by Wall St. Rank hold VO as of Q3 2022.

Vigilant Capital Management reported no remaining Vanguard Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
Vigilant Capital Management sold 352 Vanguard Mid-Cap ETF shares in Q3 2022, an estimated $17K.
Vigilant Capital Management first reported a position in Vanguard Mid-Cap ETF in Q3 2018 and held it in 5 quarters.
Vigilant Capital Management's Vanguard Mid-Cap ETF position peaked at $143K in Q4 2021.
1,498 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2022.

Based on Vigilant Capital Management's 13F filing for Q3 2022, filed 25 Oct 2022.