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

Wealth Quarterback’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
2021
Q3 		$10K Hold
168
– – 0.01% 483
2021
Q2 		$10K Buy
+168
New +$9.74K 0.01% 485
2020
Q1 		– Sell
-256
Closed -$11.5K – 1137
2019
Q4 		$11.5K Buy
+256
New +$11K 0.01% 497

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wealth Quarterback's VO Position: Q3 2021 in Review

Wealth Quarterback held its Vanguard Mid-Cap ETF (VO) position steady in Q3 2021 at 168 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #483.

Wealth Quarterback first reported a position in VO in Q4 2019 and has held it in 3 quarters since. The position peaked at $11.5K in Q4 2019. 1,354 funds tracked by Wall St. Rank hold VO as of Q3 2021.

  • Wealth Quarterback held 168 shares of Vanguard Mid-Cap ETF worth $10K as of Q3 2021.
  • Wealth Quarterback left its Vanguard Mid-Cap ETF share count unchanged in Q3 2021.
  • Vanguard Mid-Cap ETF made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #483 holding.
  • Wealth Quarterback first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and has held it in 3 quarters since.
  • Wealth Quarterback's Vanguard Mid-Cap ETF position peaked at $11.5K in Q4 2019.
  • 1,354 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.