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Gateway Advisory’s Vanguard Mid-Cap ETF VO Stock Holding History

Gateway Advisory’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
2014
Q1 		– Sell
-212,092
Closed -$5.83M – 50
2013
Q4 		$5.83M Buy
212,092
+596
+0.3% +$15.9K 3.22% 11
2013
Q3 		$5.42M Buy
+211,496
New +$5.31M 3.08% 12

Other funds holding VO

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RMPT
Raytheon Master Pension Trust Waltham, Massachusetts $140M AUM 5.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gateway Advisory's VO Position: Q1 2014 in Review

Gateway Advisory sold out of Vanguard Mid-Cap ETF (VO) in Q1 2014, closing a stake of 212,092 shares — an estimated $5.83M sold.

Gateway Advisory first reported a position in VO in Q3 2013 and held it in 2 quarters. The position peaked at $5.83M in Q4 2013. 309 funds tracked by Wall St. Rank hold VO as of Q1 2014.

  • Gateway Advisory reported no remaining Vanguard Mid-Cap ETF position as of Q1 2014 after selling out during the quarter.
  • Gateway Advisory sold 212,092 Vanguard Mid-Cap ETF shares in Q1 2014, an estimated $5.83M.
  • Gateway Advisory first reported a position in Vanguard Mid-Cap ETF in Q3 2013 and held it in 2 quarters.
  • Gateway Advisory's Vanguard Mid-Cap ETF position peaked at $5.83M in Q4 2013.
  • 309 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2014.

Based on Gateway Advisory's 13F filing for Q1 2014, filed 16 Apr 2014.