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

Edge 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
2018 Q2	$1.36M	Sell	34,528 -172	-0.5%	-$6.75K	0.12%	140
2018 Q1	$1.34M	Buy	34,700 +224	+0.6%	+$8.82K	0.13%	142
2017 Q4	$1.33M	Sell	34,476 -568	-2%	-$21.4K	0.13%	137
2017 Q3	$1.29M	Buy	35,044 +820	+2%	+$29.6K	0.14%	131
2017 Q2	$1.22M	Buy	34,224 +192	+0.6%	+$6.78K	0.14%	141
2017 Q1	$1.18M	Buy	34,032 +968	+3%	+$33.3K	0.15%	137
2016 Q4	$1.09M	Buy	+33,064	New	+$1.07M	0.14%	140

Other funds holding VO

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Edge Advisors's VO Position: Q2 2018 in Review

Edge Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.5% in Q2 2018, selling an estimated $6.75K and leaving 34,528 shares worth $1.36M. The position accounts for 0.12% of the portfolio, ranked #140.

Edge Advisors first reported a position in VO in Q4 2016 and has held it in 7 quarters since. 765 funds tracked by Wall St. Rank hold VO as of Q2 2018.

Edge Advisors held 34,528 shares of Vanguard Morningstar Mid-Cap ETF worth $1.36M as of Q2 2018.
Edge Advisors sold 172 Vanguard Morningstar Mid-Cap ETF shares in Q2 2018, an estimated $6.75K.
Vanguard Morningstar Mid-Cap ETF made up 0.12% of Edge Advisors's portfolio in Q2 2018, its #140 holding.
Edge Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2016 and has held it in 7 quarters since.
765 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.