AIM
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Advantage Investment Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Advantage Investment Management’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
2017
Q3 		– Sell
-176
Closed -$6K – 1122
2017
Q2 		$6K Buy
+176
New +$6.22K ﹤0.01% 812
2016
Q1 		– Sell
-328
Closed -$10K – 930
2015
Q4 		$10K Hold
328
– – 0.01% 569
2015
Q3 		$10K Sell
328
-224
-41% -$6.98K 0.01% 550
2015
Q2 		$18K Sell
552
-28,100
-98% -$912K 0.01% 501
2015
Q1 		$951K Buy
28,652
+28,324
+8,635% +$890K 0.54% 40
2014
Q4 		$10K Buy
+328
New +$9.89K 0.01% 530

Other funds holding VO

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advantage Investment Management's VO Position: Q3 2017 in Review

Advantage Investment Management sold out of Vanguard Mid-Cap ETF (VO) in Q3 2017, closing a stake of 176 shares — an estimated $6K sold.

Advantage Investment Management first reported a position in VO in Q4 2014 and held it in 6 quarters. The position peaked at $951K in Q1 2015. 641 funds tracked by Wall St. Rank hold VO as of Q3 2017.

  • Advantage Investment Management reported no remaining Vanguard Mid-Cap ETF position as of Q3 2017 after selling out during the quarter.
  • Advantage Investment Management sold 176 Vanguard Mid-Cap ETF shares in Q3 2017, an estimated $6K.
  • Advantage Investment Management first reported a position in Vanguard Mid-Cap ETF in Q4 2014 and held it in 6 quarters.
  • Advantage Investment Management's Vanguard Mid-Cap ETF position peaked at $951K in Q1 2015.
  • 641 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2017.

Based on Advantage Investment Management's 13F filing for Q3 2017, filed 13 Nov 2017.