Bridgewater Wealth & Financial Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Bridgewater Wealth & Financial Management’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 Q4	–	Sell	-7,688	Closed	-$249K	–	119
2016 Q3	$249K	Hold	7,688	–	–	0.09%	95
2016 Q2	$238K	Hold	7,688	–	–	0.09%	98
2016 Q1	$233K	Buy	7,688 +12	+0.2%	+$339	0.08%	100
2015 Q4	$230K	Sell	7,676 -12	-0.2%	-$366	0.09%	81
2015 Q3	$224K	Buy	+7,688	New	+$240K	0.09%	80

Other funds holding VO

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $208B AUM 16.12% 1-Year Est. Return

TCT

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

Bridgewater Wealth & Financial Management's VO Position: Q4 2016 in Review

Bridgewater Wealth & Financial Management sold out of Vanguard Mid-Cap ETF (VO) in Q4 2016, closing a stake of 7,688 shares — an estimated $249K sold.

Bridgewater Wealth & Financial Management first reported a position in VO in Q3 2015 and held it in 5 quarters. The position peaked at $249K in Q3 2016. 566 funds tracked by Wall St. Rank hold VO as of Q4 2016.

Bridgewater Wealth & Financial Management reported no remaining Vanguard Mid-Cap ETF position as of Q4 2016 after selling out during the quarter.
Bridgewater Wealth & Financial Management sold 7,688 Vanguard Mid-Cap ETF shares in Q4 2016, an estimated $249K.
Bridgewater Wealth & Financial Management first reported a position in Vanguard Mid-Cap ETF in Q3 2015 and held it in 5 quarters.
Bridgewater Wealth & Financial Management's Vanguard Mid-Cap ETF position peaked at $249K in Q3 2016.
566 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2016.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q4 2016, filed 10 Feb 2017.