Viridian RIA’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Viridian RIA’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	–	Sell	-544,076	Closed	-$31.9M	–	4
2021 Q4	$34.7M	Buy	+544,076	New	+$34.1M	7.32%	4
2021 Q2	–	Hold	0	–	–	–	4
2021 Q1	–	Sell	-473,156	Closed	-$25.7M	–	4
2020 Q4	$24.5M	Buy	473,156 +14,332	+3%	+$694K	6.79%	4
2020 Q3	$20.2M	Buy	458,824 +6,444	+1%	+$281K	6.69%	4
2020 Q2	$18.5M	Buy	452,380 +117,580	+35%	+$4.5M	6.7%	4
2020 Q1	$11M	Buy	334,800 +400	+0.1%	+$16.6K	5%	8
2019 Q4	$14.9M	Buy	334,400 +24,164	+8%	+$1.04M	5.31%	7
2019 Q3	$13M	Buy	310,236 +23,976	+8%	+$1M	5.41%	6
2019 Q2	$11.7M	Buy	286,260 +39,416	+16%	+$1.61M	4.7%	7
2019 Q1	$9.92M	Buy	246,844 +14,968	+6%	+$576K	4.39%	7
2018 Q4	$8.01M	Sell	231,876 -15,788	-6%	-$593K	4%	8
2018 Q3	$10.2M	Buy	247,664 +23,328	+10%	+$952K	4.48%	7
2018 Q2	$8.87M	Buy	224,336 +8,796	+4%	+$345K	4.34%	8
2018 Q1	$8.33M	Buy	+215,540	New	+$8.49M	3.97%	9

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

Viridian RIA's VO Position: Q1 2022 in Review

Viridian RIA sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2022, closing a stake of 544,076 shares — an estimated $31.9M sold.

Viridian RIA first reported a position in VO in Q1 2018 and held it in 13 quarters. The position peaked at $34.7M in Q4 2021. 1,573 funds tracked by Wall St. Rank hold VO as of Q1 2022.

Viridian RIA reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
Viridian RIA sold 544,076 Vanguard Morningstar Mid-Cap ETF shares in Q1 2022, an estimated $31.9M.
Viridian RIA first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2018 and held it in 13 quarters.
Viridian RIA's Vanguard Morningstar Mid-Cap ETF position peaked at $34.7M in Q4 2021.
1,573 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2022.

Based on Viridian RIA's 13F filing for Q1 2022, filed 26 Apr 2022.