Front Barnett Associates’s Vanguard Mid-Cap ETF VO Stock Holding History

Front Barnett Associates’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 Q4	–	Sell	-4,700	Closed	-$207K	–	109
2020 Q3	$207K	Sell	4,700 -600	-11%	-$26.1K	0.03%	102
2020 Q2	$217K	Sell	5,300 -1,000	-16%	-$38.3K	0.03%	103
2020 Q1	$207K	Hold	6,300	–	–	0.04%	105
2019 Q4	$281K	Hold	6,300	–	–	0.04%	104
2019 Q3	$264K	Hold	6,300	–	–	0.04%	106
2019 Q2	$263K	Hold	6,300	–	–	0.04%	108
2019 Q1	$253K	Hold	6,300	–	–	0.04%	109
2018 Q4	$218K	Sell	6,300 -1,072	-15%	-$40.2K	0.04%	111
2018 Q3	$303K	Hold	7,372	–	–	0.05%	106
2018 Q2	$291K	Hold	7,372	–	–	0.05%	107
2018 Q1	$284K	Sell	7,372 -1,000	-12%	-$39.4K	0.05%	105
2017 Q4	$324K	Sell	8,372 -40	-0.5%	-$1.51K	0.05%	103
2017 Q3	$309K	Hold	8,412	–	–	0.05%	105
2017 Q2	$300K	Hold	8,412	–	–	0.05%	109
2017 Q1	$293K	Sell	8,412 -2,800	-25%	-$96.2K	0.05%	106
2016 Q4	$369K	Hold	11,212	–	–	0.07%	95
2016 Q3	$363K	Hold	11,212	–	–	0.07%	93
2016 Q2	$347K	Sell	11,212 -20	-0.2%	-$611	0.07%	94
2016 Q1	$340K	Hold	11,232	–	–	0.07%	96
2015 Q4	$337K	Hold	11,232	–	–	0.07%	95
2015 Q3	$328K	Buy	+11,232	New	+$350K	0.07%	91

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Front Barnett Associates's VO Position: Q4 2020 in Review

Front Barnett Associates sold out of Vanguard Mid-Cap ETF (VO) in Q4 2020, closing a stake of 4,700 shares — an estimated $207K sold.

Front Barnett Associates first reported a position in VO in Q3 2015 and held it in 21 quarters. The position peaked at $369K in Q4 2016. 1,220 funds tracked by Wall St. Rank hold VO as of Q4 2020.

Front Barnett Associates reported no remaining Vanguard Mid-Cap ETF position as of Q4 2020 after selling out during the quarter.
Front Barnett Associates sold 4,700 Vanguard Mid-Cap ETF shares in Q4 2020, an estimated $207K.
Front Barnett Associates first reported a position in Vanguard Mid-Cap ETF in Q3 2015 and held it in 21 quarters.
Front Barnett Associates's Vanguard Mid-Cap ETF position peaked at $369K in Q4 2016.
1,220 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2020.

Based on Front Barnett Associates's 13F filing for Q4 2020, filed 19 Mar 2021.