Wipfli Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Wipfli Financial Advisors’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	$1.17M	Buy	24,844 +9,988	+67%	+$522K	0.08%	102
2022 Q2	$732K	Buy	14,856 +336	+2%	+$18.2K	0.08%	44
2022 Q1	$863K	Buy	+14,520	New	+$852K	0.09%	43
2021 Q4	–	Sell	-22,268	Closed	-$1.32M	–	49
2021 Q3	$1.32M	Hold	22,268	–	–	0.17%	17
2021 Q2	$1.32M	Hold	22,268	–	–	0.19%	17
2021 Q1	$1.23M	Hold	22,268	–	–	0.67%	9
2020 Q4	$1.15M	Buy	+22,268	New	+$1.08M	0.69%	8

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

Wipfli Financial Advisors's VO Position: Q3 2022 in Review

Wipfli Financial Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 67% in Q3 2022, buying an estimated $522K and bringing the position to 24,844 shares worth $1.17M. The position accounts for 0.08% of the portfolio, ranked #102.

Wipfli Financial Advisors first reported a position in VO in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.32M in Q2 2021. 1,498 funds tracked by Wall St. Rank hold VO as of Q3 2022.

Wipfli Financial Advisors held 24,844 shares of Vanguard Mid-Cap ETF worth $1.17M as of Q3 2022.
Wipfli Financial Advisors bought 9,988 Vanguard Mid-Cap ETF shares in Q3 2022, an estimated $522K.
Vanguard Mid-Cap ETF made up 0.08% of Wipfli Financial Advisors's portfolio in Q3 2022, its #102 holding.
Wipfli Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 7 quarters since.
Wipfli Financial Advisors's Vanguard Mid-Cap ETF position peaked at $1.32M in Q2 2021.
1,498 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.