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BB&T Securities’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

BB&T Securities’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
Q3 		$60.1M Buy
1,431,208
+61,652
+5% +$2.58M 0.55% 39
2019
Q2 		$57.2M Buy
1,369,556
+82,788
+6% +$3.39M 0.52% 45
2019
Q1 		$51.7M Buy
1,286,768
+96,740
+8% +$3.72M 0.5% 42
2018
Q4 		$41.1M Sell
1,190,028
-399,408
-25% -$15M 0.46% 47
2018
Q3 		$65.2M Sell
1,589,436
-8,524
-0.5% -$348K 0.64% 24
2018
Q2 		$63M Buy
1,597,960
+143,948
+10% +$5.65M 0.67% 23
2018
Q1 		$56.1M Buy
1,454,012
+456,512
+46% +$18M 0.63% 27
2017
Q4 		$38.6M Buy
997,500
+104,264
+12% +$3.94M 0.5% 37
2017
Q3 		$32.8M Buy
893,236
+153,588
+21% +$5.54M 0.45% 44
2017
Q2 		$26.4M Buy
739,648
+384,352
+108% +$13.6M 0.38% 52
2017
Q1 		$12.4M Buy
355,296
+38,736
+12% +$1.33M 0.17% 150
2016
Q4 		$10.2M Hold
316,560
– – 0.15% 166
2016
Q3 		$10.2M Buy
316,560
+59,460
+23% +$1.91M 0.15% 161
2016
Q2 		$7.95M Sell
257,100
-12,052
-4% -$368K 0.12% 186
2016
Q1 		$8.16M Buy
269,152
+10,592
+4% +$300K 0.13% 174
2015
Q4 		$7.76M Buy
258,560
+25,464
+11% +$777K 0.16% 134
2015
Q3 		$6.8M Buy
233,096
+20,272
+10% +$632K 0.15% 133
2015
Q2 		$6.78M Buy
212,824
+22,320
+12% +$724K 0.14% 141
2015
Q1 		$6.32M Buy
190,504
+15,704
+9% +$494K 0.14% 144
2014
Q4 		$5.4M Buy
174,800
+5,516
+3% +$166K 0.12% 162
2014
Q3 		$4.96M Buy
169,284
+2,452
+1% +$72.8K 0.12% 164
2014
Q2 		$4.95M Sell
166,832
-16
-0% -$457 0.12% 155
2014
Q1 		$4.74M Sell
166,848
-44,400
-21% -$1.23M 0.12% 141
2013
Q4 		$5.81M Buy
211,248
+32,460
+18% +$864K 0.16% 123
2013
Q3 		$4.58M Sell
178,788
-4,272
-2% -$107K 0.14% 123
2013
Q2 		$4.35M Buy
+183,060
New +$4.34M 0.14% 126

Other funds holding VO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BB&T Securities's VO Position: Q3 2019 in Review

BB&T Securities increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.5% in Q3 2019, buying an estimated $2.58M and bringing the position to 1,431,208 shares worth $60.1M. The position accounts for 0.55% of the portfolio, ranked #39.

BB&T Securities first reported a position in VO in Q2 2013 and has held it in 26 quarters since. The position peaked at $65.2M in Q3 2018. 888 funds tracked by Wall St. Rank hold VO as of Q3 2019.

  • BB&T Securities held 1,431,208 shares of Vanguard Morningstar Mid-Cap ETF worth $60.1M as of Q3 2019.
  • BB&T Securities bought 61,652 Vanguard Morningstar Mid-Cap ETF shares in Q3 2019, an estimated $2.58M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.55% of BB&T Securities's portfolio in Q3 2019, its #39 holding.
  • BB&T Securities first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 26 quarters since.
  • BB&T Securities's Vanguard Morningstar Mid-Cap ETF position peaked at $65.2M in Q3 2018.
  • 888 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.