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

CXI 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
2019 Q4	$79K	Buy	+1,784	New	+$76.6K	0.18%	13

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

CXI Advisors's VO Position: Q4 2019 in Review

CXI Advisors opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2019: 1,784 shares worth $79K. The stake represents 0.18% of the portfolio and ranks #13 among its holdings.

1,027 funds tracked by Wall St. Rank hold VO as of Q4 2019.

CXI Advisors held 1,784 shares of Vanguard Morningstar Mid-Cap ETF worth $79K as of Q4 2019.
Vanguard Morningstar Mid-Cap ETF was a new CXI Advisors position in Q4 2019.
Vanguard Morningstar Mid-Cap ETF made up 0.18% of CXI Advisors's portfolio in Q4 2019, its #13 holding.
1,027 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.