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Edelman Financial Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Edelman Financial Services’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
-9,364
Closed -$384K – 25
2018
Q3 		$384K Hold
9,364
– – ﹤0.01% 29
2018
Q2 		$369K Buy
9,364
+696
+8% +$27.3K ﹤0.01% 29
2018
Q1 		$334K Sell
8,668
-460
-5% -$18.1K ﹤0.01% 29
2017
Q4 		$353K Sell
9,128
-72
-0.8% -$2.72K ﹤0.01% 23
2017
Q3 		$338K Buy
9,200
+184
+2% +$6.64K ﹤0.01% 23
2017
Q2 		$321K Sell
9,016
-164
-2% -$5.79K ﹤0.01% 23
2017
Q1 		$320K Buy
9,180
+132
+1% +$4.54K ﹤0.01% 18
2016
Q4 		$298K Buy
9,048
+72
+0.8% +$2.33K ﹤0.01% 18
2016
Q3 		$290K Buy
8,976
+1,180
+15% +$37.9K ﹤0.01% 18
2016
Q2 		$241K Buy
7,796
+32
+0.4% +$978 ﹤0.01% 19
2016
Q1 		$235K Sell
7,764
-85,820
-92% -$2.43M ﹤0.01% 19
2015
Q4 		$2.81M Buy
93,584
+84,392
+918% +$2.57M 0.04% 16
2015
Q3 		$268K Sell
9,192
-5,260
-36% -$164K ﹤0.01% 19
2015
Q2 		$460K Sell
14,452
-236
-2% -$7.66K 0.01% 18
2015
Q1 		$487K Sell
14,688
-356
-2% -$11.2K 0.01% 18
2014
Q4 		$465K Buy
15,044
+1,208
+9% +$36.4K 0.01% 17
2014
Q3 		$406K Buy
13,836
+2,280
+20% +$67.7K 0.01% 17
2014
Q2 		$343K Sell
11,556
-1,444
-11% -$41.2K 0.01% 18
2014
Q1 		$369K Buy
13,000
+40
+0.3% +$1.11K 0.01% 17
2013
Q4 		$356K Sell
12,960
-1,548
-11% -$41.2K 0.01% 16
2013
Q3 		$372K Sell
14,508
-148
-1% -$3.71K 0.01% 18
2013
Q2 		$349K Buy
+14,656
New +$348K 0.01% 18

Other funds holding VO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Edelman Financial Services's VO Position: Q4 2018 in Review

Edelman Financial Services sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2018, closing a stake of 9,364 shares — an estimated $384K sold.

Edelman Financial Services first reported a position in VO in Q2 2013 and held it in 22 quarters. The position peaked at $2.81M in Q4 2015. 843 funds tracked by Wall St. Rank hold VO as of Q4 2018.

  • Edelman Financial Services reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Edelman Financial Services sold 9,364 Vanguard Morningstar Mid-Cap ETF shares in Q4 2018, an estimated $384K.
  • Edelman Financial Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and held it in 22 quarters.
  • Edelman Financial Services's Vanguard Morningstar Mid-Cap ETF position peaked at $2.81M in Q4 2015.
  • 843 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2018.

Based on Edelman Financial Services's 13F filing for Q4 2018.