Hefty Wealth Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Hefty Wealth Partners’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	$3.19M	Sell	82,748 -5,384	-6%	-$212K	2.05%	10
2017 Q4	$3.41M	Buy	88,132 +3,016	+4%	+$114K	2.11%	13
2017 Q3	$3.13M	Buy	85,116 +748	+0.9%	+$27K	2.07%	12
2017 Q2	$3.01M	Buy	84,368 +4,184	+5%	+$148K	2.05%	14
2017 Q1	$2.79M	Buy	80,184 +48,436	+153%	+$1.66M	2.03%	11
2016 Q4	$1.04M	Buy	31,748 +1,412	+5%	+$45.7K	0.87%	38
2016 Q3	$981K	Buy	30,336 +2,400	+9%	+$77K	0.74%	49
2016 Q2	$863K	Buy	27,936 +3,728	+15%	+$114K	0.71%	51
2016 Q1	$733K	Sell	24,208 -36,492	-60%	-$1.03M	0.69%	59
2015 Q4	$1.82M	Buy	+60,700	New	+$1.85M	1.74%	13

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

Hefty Wealth Partners's VO Position: Q1 2018 in Review

Hefty Wealth Partners reduced its Vanguard Mid-Cap ETF (VO) stake by 6.1% in Q1 2018, selling an estimated $212K and leaving 82,748 shares worth $3.19M. The position accounts for 2.05% of the portfolio, ranked #10.

Hefty Wealth Partners first reported a position in VO in Q4 2015 and has held it in 10 quarters since. The position peaked at $3.41M in Q4 2017. 755 funds tracked by Wall St. Rank hold VO as of Q1 2018.

Hefty Wealth Partners held 82,748 shares of Vanguard Mid-Cap ETF worth $3.19M as of Q1 2018.
Hefty Wealth Partners sold 5,384 Vanguard Mid-Cap ETF shares in Q1 2018, an estimated $212K.
Vanguard Mid-Cap ETF made up 2.05% of Hefty Wealth Partners's portfolio in Q1 2018, its #10 holding.
Hefty Wealth Partners first reported a position in Vanguard Mid-Cap ETF in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Vanguard Mid-Cap ETF position peaked at $3.41M in Q4 2017.
755 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.