Convergent Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Convergent Wealth 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
2015 Q1	–	Sell	-58,808	Closed	-$1.82M	–	48
2014 Q4	$1.82M	Hold	58,808	–	–	0.23%	22
2014 Q3	$1.73M	Sell	58,808 -3,356	-5%	-$99.6K	0.24%	23
2014 Q2	$1.84M	Buy	+62,164	New	+$1.78M	0.26%	18

Other funds holding VO

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

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

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

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

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

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

TCT

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Convergent Wealth Advisors's VO Position: Q1 2015 in Review

Convergent Wealth Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q1 2015, closing a stake of 58,808 shares — an estimated $1.82M sold.

Convergent Wealth Advisors first reported a position in VO in Q2 2014 and held it in 3 quarters. The position peaked at $1.84M in Q2 2014. 388 funds tracked by Wall St. Rank hold VO as of Q1 2015.

Convergent Wealth Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q1 2015 after selling out during the quarter.
Convergent Wealth Advisors sold 58,808 Vanguard Mid-Cap ETF shares in Q1 2015, an estimated $1.82M.
Convergent Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2014 and held it in 3 quarters.
Convergent Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $1.84M in Q2 2014.
388 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2015.

Based on Convergent Wealth Advisors's 13F filing for Q1 2015, filed 13 May 2015.