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Delek Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Delek Group’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 		– Sell
-6,528
Closed -$264K – 248
2018
Q3 		$264K Sell
6,528
-664
-9% -$27.1K 0.01% 221
2018
Q2 		$283K Sell
7,192
-836
-10% -$32.8K 0.01% 233
2018
Q1 		$310K Sell
8,028
-352
-4% -$13.9K 0.02% 228
2017
Q4 		$324K Buy
+8,380
New +$316K 0.02% 226

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Delek Group's VO Position: Q4 2018 in Review

Delek Group sold out of Vanguard Mid-Cap ETF (VO) in Q4 2018, closing a stake of 6,528 shares — an estimated $264K sold.

Delek Group first reported a position in VO in Q4 2017 and held it in 4 quarters. The position peaked at $324K in Q4 2017. 842 funds tracked by Wall St. Rank hold VO as of Q4 2018.

  • Delek Group reported no remaining Vanguard Mid-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Delek Group sold 6,528 Vanguard Mid-Cap ETF shares in Q4 2018, an estimated $264K.
  • Delek Group first reported a position in Vanguard Mid-Cap ETF in Q4 2017 and held it in 4 quarters.
  • Delek Group's Vanguard Mid-Cap ETF position peaked at $324K in Q4 2017.
  • 842 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2018.

Based on Delek Group's 13F filing for Q4 2018, filed 14 Feb 2019.