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HHG & Company’s Vanguard Mid-Cap ETF VO Stock Holding History

HHG & Company’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
2015
Q1 		– Sell
-11,700
Closed -$361K – 198
2014
Q4 		$361K Buy
11,700
+500
+4% +$15.1K 0.09% 152
2014
Q3 		$328K Hold
11,200
– – 0.11% 125
2014
Q2 		$332K Hold
11,200
– – 0.11% 144
2014
Q1 		$318K Hold
11,200
– – 0.11% 146
2013
Q4 		$308K Hold
11,200
– – 0.11% 138
2013
Q3 		$287K Hold
11,200
– – 0.12% 143
2013
Q2 		$266K Buy
+11,200
New +$266K 0.11% 150

Other funds holding VO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HHG & Company's VO Position: Q1 2015 in Review

HHG & Company sold out of Vanguard Mid-Cap ETF (VO) in Q1 2015, closing a stake of 11,700 shares — an estimated $361K sold.

HHG & Company first reported a position in VO in Q2 2013 and held it in 7 quarters. The position peaked at $361K in Q4 2014. 388 funds tracked by Wall St. Rank hold VO as of Q1 2015.

  • HHG & Company reported no remaining Vanguard Mid-Cap ETF position as of Q1 2015 after selling out during the quarter.
  • HHG & Company sold 11,700 Vanguard Mid-Cap ETF shares in Q1 2015, an estimated $361K.
  • HHG & Company first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and held it in 7 quarters.
  • HHG & Company's Vanguard Mid-Cap ETF position peaked at $361K in Q4 2014.
  • 388 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2015.

Based on HHG & Company's 13F filing for Q1 2015, filed 27 Apr 2015.