Ancora Family Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Ancora Family Wealth 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
2016 Q3	$410K	Buy	12,680 +2,400	+23%	+$77K	0.14%	144
2016 Q2	$318K	Buy	10,280 +500	+5%	+$15.3K	0.12%	146
2016 Q1	$296K	Hold	9,780	–	–	0.12%	146
2015 Q4	$294K	Sell	9,780 -2,620	-21%	-$79.9K	0.13%	147
2015 Q3	$362K	Buy	+12,400	New	+$387K	0.15%	142

Other funds holding VO

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Ancora Family Wealth Advisors's VO Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 23% in Q3 2016, buying an estimated $77K and bringing the position to 12,680 shares worth $410K. The position accounts for 0.14% of the portfolio, ranked #144.

Ancora Family Wealth Advisors first reported a position in VO in Q3 2015 and has held it in 5 quarters since. 494 funds tracked by Wall St. Rank hold VO as of Q3 2016.

Ancora Family Wealth Advisors held 12,680 shares of Vanguard Morningstar Mid-Cap ETF worth $410K as of Q3 2016.
Ancora Family Wealth Advisors bought 2,400 Vanguard Morningstar Mid-Cap ETF shares in Q3 2016, an estimated $77K.
Vanguard Morningstar Mid-Cap ETF made up 0.14% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #144 holding.
Ancora Family Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2015 and has held it in 5 quarters since.
494 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.