Arden Trust’s Vanguard Mid-Cap ETF VO Stock Holding History

Arden Trust’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
2014 Q3	–	Sell	-9,588	Closed	-$284K	–	343
2014 Q2	$284K	Sell	9,588 -9,804	-51%	-$280K	0.04%	275
2014 Q1	$550K	Buy	+19,392	New	+$538K	0.07%	219

Other funds holding VO

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

TCT

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Arden Trust's VO Position: Q3 2014 in Review

Arden Trust sold out of Vanguard Mid-Cap ETF (VO) in Q3 2014, closing a stake of 9,588 shares — an estimated $284K sold.

Arden Trust first reported a position in VO in Q1 2014 and held it in 2 quarters. The position peaked at $550K in Q1 2014. 316 funds tracked by Wall St. Rank hold VO as of Q3 2014.

Arden Trust reported no remaining Vanguard Mid-Cap ETF position as of Q3 2014 after selling out during the quarter.
Arden Trust sold 9,588 Vanguard Mid-Cap ETF shares in Q3 2014, an estimated $284K.
Arden Trust first reported a position in Vanguard Mid-Cap ETF in Q1 2014 and held it in 2 quarters.
Arden Trust's Vanguard Mid-Cap ETF position peaked at $550K in Q1 2014.
316 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2014.

Based on Arden Trust's 13F filing for Q3 2014, filed 7 Nov 2014.