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Advisor Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Advisor Group’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
2019
Q4 		$39.1M Sell
877,124
-4,200
-0.5% -$180K 0.27% 66
2019
Q3 		$36.9M Buy
881,324
+20,848
+2% +$871K 0.27% 67
2019
Q2 		$36M Buy
860,476
+10,376
+1% +$425K 0.28% 66
2019
Q1 		$34.2M Sell
850,100
-61,872
-7% -$2.38M 0.28% 69
2018
Q4 		$31.5M Buy
911,972
+132,184
+17% +$4.96M 0.31% 61
2018
Q3 		$32M Buy
779,788
+106,416
+16% +$4.34M 0.32% 59
2018
Q2 		$26.5M Buy
673,372
+70,668
+12% +$2.77M 0.37% 55
2018
Q1 		$23.2M Buy
602,704
+93,940
+18% +$3.7M 0.32% 62
2017
Q4 		$19.7M Buy
508,764
+79,156
+18% +$2.99M 0.26% 75
2017
Q3 		$15.8M Buy
429,608
+44,300
+11% +$1.6M 0.25% 79
2017
Q2 		$13.7M Buy
385,308
+116,332
+43% +$4.11M 0.24% 86
2017
Q1 		$9.36M Sell
268,976
-61,184
-19% -$2.1M 0.19% 116
2016
Q4 		$10.9M Sell
330,160
-66,812
-17% -$2.16M 0.25% 87
2016
Q3 		$12.8M Buy
396,972
+151,508
+62% +$4.86M 0.31% 64
2016
Q2 		$7.58M Buy
+245,464
New +$7.5M 0.2% 114

Other funds holding VO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisor Group's VO Position: Q4 2019 in Review

Advisor Group reduced its Vanguard Mid-Cap ETF (VO) stake by 0.48% in Q4 2019, selling an estimated $180K and leaving 877,124 shares worth $39.1M. The position accounts for 0.27% of the portfolio, ranked #66.

Advisor Group first reported a position in VO in Q2 2016 and has held it in 15 quarters since. 1,026 funds tracked by Wall St. Rank hold VO as of Q4 2019.

  • Advisor Group held 877,124 shares of Vanguard Mid-Cap ETF worth $39.1M as of Q4 2019.
  • Advisor Group sold 4,200 Vanguard Mid-Cap ETF shares in Q4 2019, an estimated $180K.
  • Vanguard Mid-Cap ETF made up 0.27% of Advisor Group's portfolio in Q4 2019, its #66 holding.
  • Advisor Group first reported a position in Vanguard Mid-Cap ETF in Q2 2016 and has held it in 15 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.