High Point Bank & Trust’s Vanguard Mid-Cap ETF VO Stock Holding History

High Point Bank & Trust’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
2016 Q4	$8.46M	Buy	256,984 +201,640	+364%	+$6.53M	2.69%	6
2016 Q3	$1.79M	Buy	55,344 +144	+0.3%	+$4.62K	0.48%	36
2016 Q2	$1.71M	Hold	55,200	–	–	0.46%	40
2016 Q1	$1.67M	Hold	55,200	–	–	0.43%	40
2015 Q4	$1.66M	Hold	55,200	–	–	0.43%	39
2015 Q3	$1.61M	Hold	55,200	–	–	0.46%	42
2015 Q2	$1.76M	Hold	55,200	–	–	0.52%	41
2015 Q1	$1.83M	Hold	55,200	–	–	0.53%	43
2014 Q4	$1.71M	Hold	55,200	–	–	0.58%	46
2014 Q3	$1.62M	Hold	55,200	–	–	0.54%	48
2014 Q2	$1.64M	Hold	55,200	–	–	0.53%	46
2014 Q1	$1.57M	Hold	55,200	–	–	0.51%	45
2013 Q4	$1.52M	Hold	55,200	–	–	0.5%	45
2013 Q3	$1.41M	Hold	55,200	–	–	0.49%	49
2013 Q2	$1.31M	Buy	+55,200	New	+$1.31M	0.44%	54

Other funds holding VO

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

High Point Bank & Trust's VO Position: Q4 2016 in Review

High Point Bank & Trust increased its Vanguard Mid-Cap ETF (VO) stake by 364% in Q4 2016, buying an estimated $6.53M and bringing the position to 256,984 shares worth $8.46M. The position accounts for 2.69% of the portfolio, ranked #6.

High Point Bank & Trust first reported a position in VO in Q2 2013 and has held it in 15 quarters since. 566 funds tracked by Wall St. Rank hold VO as of Q4 2016.

High Point Bank & Trust held 256,984 shares of Vanguard Mid-Cap ETF worth $8.46M as of Q4 2016.
High Point Bank & Trust bought 201,640 Vanguard Mid-Cap ETF shares in Q4 2016, an estimated $6.53M.
Vanguard Mid-Cap ETF made up 2.69% of High Point Bank & Trust's portfolio in Q4 2016, its #6 holding.
High Point Bank & Trust first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 15 quarters since.
566 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2016.

Based on High Point Bank & Trust's 13F filing for Q4 2016, filed 28 Feb 2017.