Dimension Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Dimension Capital Management’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
2020 Q2	–	Sell	-34,448	Closed	-$1.13M	–	98
2020 Q1	$1.13M	Buy	+34,448	New	+$1.43M	0.41%	36
2019 Q1	–	Sell	-7,816	Closed	-$270K	–	95
2018 Q4	$270K	Buy	+7,816	New	+$293K	0.13%	73

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Dimension Capital Management's VO Position: Q2 2020 in Review

Dimension Capital Management sold out of Vanguard Mid-Cap ETF (VO) in Q2 2020, closing a stake of 34,448 shares — an estimated $1.13M sold.

Dimension Capital Management first reported a position in VO in Q4 2018 and held it in 2 quarters. The position peaked at $1.13M in Q1 2020. 1,052 funds tracked by Wall St. Rank hold VO as of Q2 2020.

Dimension Capital Management reported no remaining Vanguard Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
Dimension Capital Management sold 34,448 Vanguard Mid-Cap ETF shares in Q2 2020, an estimated $1.13M.
Dimension Capital Management first reported a position in Vanguard Mid-Cap ETF in Q4 2018 and held it in 2 quarters.
Dimension Capital Management's Vanguard Mid-Cap ETF position peaked at $1.13M in Q1 2020.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2020.

Based on Dimension Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.