BRR OpCo’s Vanguard Mid-Cap ETF VO Stock Holding History

BRR OpCo’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 Q4	–	Sell	-5,416	Closed	-$227K	–	193
2019 Q3	$227K	Hold	5,416	–	–	0.04%	166
2019 Q2	$226K	Sell	5,416 -64	-1%	-$2.62K	0.04%	171
2019 Q1	$220K	Buy	+5,480	New	+$211K	0.04%	147

Other funds holding VO

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BRR OpCo's VO Position: Q4 2019 in Review

BRR OpCo sold out of Vanguard Mid-Cap ETF (VO) in Q4 2019, closing a stake of 5,416 shares — an estimated $227K sold.

BRR OpCo first reported a position in VO in Q1 2019 and held it in 3 quarters. The position peaked at $227K in Q3 2019. 1,026 funds tracked by Wall St. Rank hold VO as of Q4 2019.

BRR OpCo reported no remaining Vanguard Mid-Cap ETF position as of Q4 2019 after selling out during the quarter.
BRR OpCo sold 5,416 Vanguard Mid-Cap ETF shares in Q4 2019, an estimated $227K.
BRR OpCo first reported a position in Vanguard Mid-Cap ETF in Q1 2019 and held it in 3 quarters.
BRR OpCo's Vanguard Mid-Cap ETF position peaked at $227K in Q3 2019.
1,026 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2019.

Based on BRR OpCo's 13F filing for Q4 2019, filed 31 Jan 2020.