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

Efficient Market 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
2017 Q1	$1.13M	Sell	32,576 -1,536	-5%	-$52.8K	0.16%	34
2016 Q4	$1.12M	Sell	34,112 -13,132	-28%	-$425K	0.17%	35
2016 Q3	$1.53M	Sell	47,244 -3,276	-6%	-$105K	0.24%	31
2016 Q2	$1.56M	Sell	50,520 -9,828	-16%	-$300K	0.26%	30
2016 Q1	$1.83M	Sell	60,348 -3,864	-6%	-$109K	0.32%	29
2015 Q4	$1.93M	Sell	64,212 -19,340	-23%	-$590K	0.41%	29
2015 Q3	$2.44M	Buy	83,552 +2,800	+3%	+$87.3K	0.58%	23
2015 Q2	$2.57M	Sell	80,752 -27,528	-25%	-$893K	0.6%	25
2015 Q1	$3.59M	Buy	108,280 +644	+0.6%	+$20.2K	0.83%	20
2014 Q4	$3.33M	Buy	107,636 +7,200	+7%	+$217K	0.81%	20
2014 Q3	$2.95M	Sell	100,436 -43,556	-30%	-$1.29M	0.78%	21
2014 Q2	$4.27M	Sell	143,992 -20,064	-12%	-$573K	1.08%	20
2014 Q1	$4.66M	Sell	164,056 -5,892	-3%	-$164K	1.24%	20
2013 Q4	$4.67M	Sell	169,948 -6,832	-4%	-$182K	1.38%	17
2013 Q3	$4.53M	Sell	176,780 -10,000	-5%	-$251K	1.47%	19
2013 Q2	$4.44M	Buy	+186,780	New	+$4.43M	1.62%	19

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

Efficient Market Advisors's VO Position: Q1 2017 in Review

Efficient Market Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.5% in Q1 2017, selling an estimated $52.8K and leaving 32,576 shares worth $1.13M. The position accounts for 0.16% of the portfolio, ranked #34.

Efficient Market Advisors first reported a position in VO in Q2 2013 and has held it in 16 quarters since. The position peaked at $4.67M in Q4 2013. 615 funds tracked by Wall St. Rank hold VO as of Q1 2017.

Efficient Market Advisors held 32,576 shares of Vanguard Morningstar Mid-Cap ETF worth $1.13M as of Q1 2017.
Efficient Market Advisors sold 1,536 Vanguard Morningstar Mid-Cap ETF shares in Q1 2017, an estimated $52.8K.
Vanguard Morningstar Mid-Cap ETF made up 0.16% of Efficient Market Advisors's portfolio in Q1 2017, its #34 holding.
Efficient Market Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 16 quarters since.
Efficient Market Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $4.67M in Q4 2013.
615 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2017.

Based on Efficient Market Advisors's 13F filing for Q1 2017, filed 26 Apr 2017.