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Wealthspire Advisors (Maryland)’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$68.5M Buy
1,553,708
+144,232
+10% +$6.29M 2.41% 10
2020
Q2 		$57.8M Buy
1,409,476
+50,128
+4% +$1.92M 4.13% 5
2020
Q1 		$44.7M Buy
1,359,348
+233,904
+21% +$9.69M 3.89% 5
2019
Q4 		$50.1M Buy
1,125,444
+36,640
+3% +$1.57M 3.36% 6
2019
Q3 		$45.6M Sell
1,088,804
-3,800
-0.3% -$159K 3.34% 8
2019
Q2 		$45.7M Buy
1,092,604
+104,724
+11% +$4.29M 3.42% 6
2019
Q1 		$39.7M Buy
987,880
+72,788
+8% +$2.8M 2.99% 7
2018
Q4 		$31.6M Buy
915,092
+123,112
+16% +$4.62M 2.81% 7
2018
Q3 		$32.5M Buy
791,980
+104,396
+15% +$4.26M 2.68% 9
2018
Q2 		$27.1M Buy
687,584
+101,072
+17% +$3.97M 2.45% 9
2018
Q1 		$22.6M Buy
586,512
+113,276
+24% +$4.46M 2.13% 9
2017
Q4 		$18.3M Buy
473,236
+100,492
+27% +$3.79M 1.78% 11
2017
Q3 		$13.7M Buy
372,744
+50,840
+16% +$1.83M 1.49% 13
2017
Q2 		$11.5M Buy
321,904
+47,980
+18% +$1.7M 1.36% 13
2017
Q1 		$9.54M Sell
273,924
-27,740
-9% -$953K 1.36% 13
2016
Q4 		$9.93M Buy
301,664
+82,604
+38% +$2.67M 1.48% 12
2016
Q3 		$7.09M Buy
219,060
+79,136
+57% +$2.54M 1.1% 14
2016
Q2 		$4.33M Sell
139,924
-9,456
-6% -$289K 0.72% 25
2016
Q1 		$4.53M Buy
149,380
+6,888
+5% +$195K 0.8% 20
2015
Q4 		$4.28M Buy
+142,492
New +$4.35M 0.8% 19

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VO Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 10% in Q3 2020, buying an estimated $6.29M and bringing the position to 1,553,708 shares worth $68.5M. The position accounts for 2.41% of the portfolio, ranked #10.

Wealthspire Advisors (Maryland) first reported a position in VO in Q4 2015 and has held it in 20 quarters since. 1,058 funds tracked by Wall St. Rank hold VO as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 1,553,708 shares of Vanguard Morningstar Mid-Cap ETF worth $68.5M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 144,232 Vanguard Morningstar Mid-Cap ETF shares in Q3 2020, an estimated $6.29M.
  • Vanguard Morningstar Mid-Cap ETF made up 2.41% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #10 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2015 and has held it in 20 quarters since.
  • 1,058 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.