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Bahl & Gaynor’s Vanguard Mid-Cap ETF VO Stock Holding History

Bahl & Gaynor’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
Q4 		– Sell
-5,608
Closed -$206K – 414
2017
Q3 		$206K Sell
5,608
-700
-11% -$25.2K ﹤0.01% 386
2017
Q2 		$225K Hold
6,308
– – ﹤0.01% 393
2017
Q1 		$220K Buy
+6,308
New +$217K ﹤0.01% 377

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
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

Bahl & Gaynor's VO Position: Q4 2017 in Review

Bahl & Gaynor sold out of Vanguard Mid-Cap ETF (VO) in Q4 2017, closing a stake of 5,608 shares — an estimated $206K sold.

Bahl & Gaynor first reported a position in VO in Q1 2017 and held it in 3 quarters. The position peaked at $225K in Q2 2017. 748 funds tracked by Wall St. Rank hold VO as of Q4 2017.

  • Bahl & Gaynor reported no remaining Vanguard Mid-Cap ETF position as of Q4 2017 after selling out during the quarter.
  • Bahl & Gaynor sold 5,608 Vanguard Mid-Cap ETF shares in Q4 2017, an estimated $206K.
  • Bahl & Gaynor first reported a position in Vanguard Mid-Cap ETF in Q1 2017 and held it in 3 quarters.
  • Bahl & Gaynor's Vanguard Mid-Cap ETF position peaked at $225K in Q2 2017.
  • 748 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2017.

Based on Bahl & Gaynor's 13F filing for Q4 2017, filed 13 Feb 2018.