CCS
VO icon

Crosspoint Capital Strategies’s Vanguard Mid-Cap ETF VO Stock Holding History

Crosspoint Capital Strategies’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
Q1 		– Sell
-48,836
Closed -$1.51M – 800
2015
Q4 		$1.51M Buy
+48,836
New +$1.49M 0.4% 78

Other funds holding VO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Crosspoint Capital Strategies's VO Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of Vanguard Mid-Cap ETF (VO) in Q1 2016, closing a stake of 48,836 shares — an estimated $1.51M sold.

Crosspoint Capital Strategies first reported a position in VO in Q4 2015 and held it in 1 quarter. The position peaked at $1.51M in Q4 2015. 456 funds tracked by Wall St. Rank hold VO as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining Vanguard Mid-Cap ETF position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 48,836 Vanguard Mid-Cap ETF shares in Q1 2016, an estimated $1.51M.
  • Crosspoint Capital Strategies first reported a position in Vanguard Mid-Cap ETF in Q4 2015 and held it in 1 quarter.
  • Crosspoint Capital Strategies's Vanguard Mid-Cap ETF position peaked at $1.51M in Q4 2015.
  • 456 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.