GFS Private Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

GFS Private Wealth’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 Q4	$4.42M	Buy	+114,092	New	+$4.31M	1.51%	19

Other funds holding VO

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GFS Private Wealth's VO Position: Q4 2017 in Review

GFS Private Wealth opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2017: 114,092 shares worth $4.42M. The stake represents 1.51% of the portfolio and ranks #19 among its holdings.

749 funds tracked by Wall St. Rank hold VO as of Q4 2017.

GFS Private Wealth held 114,092 shares of Vanguard Morningstar Mid-Cap ETF worth $4.42M as of Q4 2017.
Vanguard Morningstar Mid-Cap ETF was a new GFS Private Wealth position in Q4 2017.
Vanguard Morningstar Mid-Cap ETF made up 1.51% of GFS Private Wealth's portfolio in Q4 2017, its #19 holding.
749 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2017.

Based on GFS Private Wealth's 13F filing for Q4 2017, filed 29 Jan 2018.