6 Meridian’s Vanguard Mid-Cap ETF VO Stock Holding History

6 Meridian’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 Q2	–	Sell	-71,808	Closed	-$2.36M	–	464
2020 Q1	$2.36M	Sell	71,808 -10,748	-13%	-$445K	0.25%	86
2019 Q4	$3.68M	Sell	82,556 -656	-0.8%	-$28.2K	0.32%	80
2019 Q3	$3.49M	Buy	83,212 +28	+0%	+$1.17K	0.34%	78
2019 Q2	$3.48M	Sell	83,184 -124	-0.1%	-$5.07K	0.35%	75
2019 Q1	$3.35M	Buy	83,308 +25,872	+45%	+$995K	0.34%	75
2018 Q4	$1.98M	Sell	57,436 -1,080	-2%	-$40.5K	0.23%	83
2018 Q3	$2.4M	Sell	58,516 -768	-1%	-$31.3K	0.25%	79
2018 Q2	$2.34M	Sell	59,284 -616	-1%	-$24.2K	0.25%	78
2018 Q1	$2.31M	Buy	59,900 +17,660	+42%	+$695K	0.26%	74
2017 Q4	$1.63M	Buy	+42,240	New	+$1.59M	0.19%	88

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

6 Meridian's VO Position: Q2 2020 in Review

6 Meridian sold out of Vanguard Mid-Cap ETF (VO) in Q2 2020, closing a stake of 71,808 shares — an estimated $2.36M sold.

6 Meridian first reported a position in VO in Q4 2017 and held it in 10 quarters. The position peaked at $3.68M in Q4 2019. 1,052 funds tracked by Wall St. Rank hold VO as of Q2 2020.

6 Meridian reported no remaining Vanguard Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
6 Meridian sold 71,808 Vanguard Mid-Cap ETF shares in Q2 2020, an estimated $2.36M.
6 Meridian first reported a position in Vanguard Mid-Cap ETF in Q4 2017 and held it in 10 quarters.
6 Meridian's Vanguard Mid-Cap ETF position peaked at $3.68M in Q4 2019.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2020.

Based on 6 Meridian's 13F filing for Q2 2020, filed 9 Jul 2020.