Clarfeld Financial Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Clarfeld Financial Advisors’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
2018 Q4	$60K	Buy	+1,748	New	+$65.6K	0.05%	88

Other funds holding VO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clarfeld Financial Advisors's VO Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2018: 1,748 shares worth $60K. The stake represents 0.05% of the portfolio and ranks #88 among its holdings.

843 funds tracked by Wall St. Rank hold VO as of Q4 2018.

Clarfeld Financial Advisors held 1,748 shares of Vanguard Morningstar Mid-Cap ETF worth $60K as of Q4 2018.
Vanguard Morningstar Mid-Cap ETF was a new Clarfeld Financial Advisors position in Q4 2018.
Vanguard Morningstar Mid-Cap ETF made up 0.05% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #88 holding.
843 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.