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Empirical Finance’s Vanguard Mid-Cap ETF VO Stock Holding History

Empirical Finance’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
Q1 		– Sell
-12,344
Closed -$550K – 237
2019
Q4 		$550K Buy
+12,344
New +$530K 0.13% 131

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Bank of America
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Empirical Finance's VO Position: Q1 2020 in Review

Empirical Finance sold out of Vanguard Mid-Cap ETF (VO) in Q1 2020, closing a stake of 12,344 shares — an estimated $550K sold.

Empirical Finance first reported a position in VO in Q4 2019 and held it in 1 quarter. The position peaked at $550K in Q4 2019. 987 funds tracked by Wall St. Rank hold VO as of Q1 2020.

  • Empirical Finance reported no remaining Vanguard Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Empirical Finance sold 12,344 Vanguard Mid-Cap ETF shares in Q1 2020, an estimated $550K.
  • Empirical Finance first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and held it in 1 quarter.
  • Empirical Finance's Vanguard Mid-Cap ETF position peaked at $550K in Q4 2019.
  • 987 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2020.

Based on Empirical Finance's 13F filing for Q1 2020, filed 16 Apr 2020.