Greystone Investment Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Greystone Investment Management’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
2018 Q1	–	Sell	-7,400	Closed	-$286K	–	53
2017 Q4	$286K	Hold	7,400	–	–	0.13%	46
2017 Q3	$272K	Hold	7,400	–	–	0.13%	45
2017 Q2	$264K	Hold	7,400	–	–	0.13%	45
2017 Q1	$258K	Hold	7,400	–	–	0.13%	48
2016 Q4	$244K	Hold	7,400	–	–	0.13%	49
2016 Q3	$239K	Hold	7,400	–	–	0.12%	48
2016 Q2	$229K	Buy	+7,400	New	+$226K	0.1%	52

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

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

Greystone Investment Management's VO Position: Q1 2018 in Review

Greystone Investment Management sold out of Vanguard Mid-Cap ETF (VO) in Q1 2018, closing a stake of 7,400 shares — an estimated $286K sold.

Greystone Investment Management first reported a position in VO in Q2 2016 and held it in 7 quarters. The position peaked at $286K in Q4 2017. 755 funds tracked by Wall St. Rank hold VO as of Q1 2018.

Greystone Investment Management reported no remaining Vanguard Mid-Cap ETF position as of Q1 2018 after selling out during the quarter.
Greystone Investment Management sold 7,400 Vanguard Mid-Cap ETF shares in Q1 2018, an estimated $286K.
Greystone Investment Management first reported a position in Vanguard Mid-Cap ETF in Q2 2016 and held it in 7 quarters.
Greystone Investment Management's Vanguard Mid-Cap ETF position peaked at $286K in Q4 2017.
755 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2018.

Based on Greystone Investment Management's 13F filing for Q1 2018, filed 16 Apr 2018.