IberiaBank’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

IberiaBank’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
2020 Q2	$1.7M	Sell	41,448 -1,512	-4%	-$57.9K	0.2%	105
2020 Q1	$1.41M	Buy	42,960 +1,436	+3%	+$59.5K	0.19%	106
2019 Q4	$1.85M	Sell	41,524 -4,968	-11%	-$213K	0.19%	102
2019 Q3	$1.95M	Buy	46,492 +2,292	+5%	+$95.8K	0.22%	98
2019 Q2	$1.85M	Sell	44,200 -2,060	-4%	-$84.3K	0.2%	101
2019 Q1	$1.86M	Buy	46,260 +6,588	+17%	+$253K	0.22%	103
2018 Q4	$1.37M	Buy	39,672 +2,260	+6%	+$84.8K	0.18%	113
2018 Q3	$1.54M	Buy	37,412 +12,804	+52%	+$522K	0.19%	127
2018 Q2	$970K	Buy	24,608 +16,736	+213%	+$657K	0.17%	137
2018 Q1	$303K	Sell	7,872 -18,084	-70%	-$712K	0.06%	185
2017 Q4	$1.02M	Sell	25,956 -4,828	-16%	-$182K	0.16%	139
2017 Q3	$1.15M	Buy	+30,784	New	+$1.11M	0.19%	129

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

IberiaBank's VO Position: Q2 2020 in Review

IberiaBank reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.5% in Q2 2020, selling an estimated $57.9K and leaving 41,448 shares worth $1.7M. The position accounts for 0.2% of the portfolio, ranked #105.

IberiaBank first reported a position in VO in Q3 2017 and has held it in 12 quarters since. The position peaked at $1.95M in Q3 2019. 1,053 funds tracked by Wall St. Rank hold VO as of Q2 2020.

IberiaBank held 41,448 shares of Vanguard Morningstar Mid-Cap ETF worth $1.7M as of Q2 2020.
IberiaBank sold 1,512 Vanguard Morningstar Mid-Cap ETF shares in Q2 2020, an estimated $57.9K.
Vanguard Morningstar Mid-Cap ETF made up 0.2% of IberiaBank's portfolio in Q2 2020, its #105 holding.
IberiaBank first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2017 and has held it in 12 quarters since.
IberiaBank's Vanguard Morningstar Mid-Cap ETF position peaked at $1.95M in Q3 2019.
1,053 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.