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BB&T Investment Services’s Vanguard Mid-Cap ETF VO Stock Holding History

BB&T Investment Services’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 		$34K Hold
880
– – 0.01% 653
2017
Q3 		$32K Hold
880
– – 0.01% 610
2017
Q2 		$32K Sell
880
-332
-27% -$11.7K 0.01% 558
2017
Q1 		$42K Hold
1,212
– – 0.02% 413
2016
Q4 		$41K Buy
+1,212
New +$39.2K 0.03% 328

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

BB&T Investment Services's VO Position: Q4 2017 in Review

BB&T Investment Services held its Vanguard Mid-Cap ETF (VO) position steady in Q4 2017 at 880 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #653.

BB&T Investment Services first reported a position in VO in Q4 2016 and has held it in 5 quarters since. The position peaked at $42K in Q1 2017. 748 funds tracked by Wall St. Rank hold VO as of Q4 2017.

  • BB&T Investment Services held 880 shares of Vanguard Mid-Cap ETF worth $34K as of Q4 2017.
  • BB&T Investment Services left its Vanguard Mid-Cap ETF share count unchanged in Q4 2017.
  • Vanguard Mid-Cap ETF made up 0.01% of BB&T Investment Services's portfolio in Q4 2017, its #653 holding.
  • BB&T Investment Services first reported a position in Vanguard Mid-Cap ETF in Q4 2016 and has held it in 5 quarters since.
  • BB&T Investment Services's Vanguard Mid-Cap ETF position peaked at $42K in Q1 2017.
  • 748 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.