HCM
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HMS Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History

HMS Capital 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
2019
Q3 		– Sell
-416
Closed -$17K – 290
2019
Q2 		$17K Buy
+416
New +$17K 0.01% 251

Other funds holding VO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

HMS Capital Management's VO Position: Q3 2019 in Review

HMS Capital Management sold out of Vanguard Mid-Cap ETF (VO) in Q3 2019, closing a stake of 416 shares — an estimated $17K sold.

HMS Capital Management first reported a position in VO in Q2 2019 and held it in 1 quarter. The position peaked at $17K in Q2 2019. 887 funds tracked by Wall St. Rank hold VO as of Q3 2019.

  • HMS Capital Management reported no remaining Vanguard Mid-Cap ETF position as of Q3 2019 after selling out during the quarter.
  • HMS Capital Management sold 416 Vanguard Mid-Cap ETF shares in Q3 2019, an estimated $17K.
  • HMS Capital Management first reported a position in Vanguard Mid-Cap ETF in Q2 2019 and held it in 1 quarter.
  • HMS Capital Management's Vanguard Mid-Cap ETF position peaked at $17K in Q2 2019.
  • 887 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2019.

Based on HMS Capital Management's 13F filing for Q3 2019, filed 15 Oct 2019.