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

IFC Holdings’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	–	Sell	-112,928	Closed	-$4.38M	–	414
2017 Q4	$4.38M	Buy	112,928 +12,756	+13%	+$482K	0.3%	48
2017 Q3	$3.68M	Buy	100,172 +14,804	+17%	+$534K	0.26%	59
2017 Q2	$3.04M	Buy	85,368 +12,892	+18%	+$456K	0.23%	66
2017 Q1	$2.53M	Buy	72,476 +4,524	+7%	+$155K	0.22%	68
2016 Q4	$2.24M	Buy	67,952 +11,132	+20%	+$360K	0.22%	69
2016 Q3	$1.84M	Buy	56,820 +6,536	+13%	+$210K	0.19%	88
2016 Q2	$1.55M	Buy	50,284 +948	+2%	+$29K	0.18%	95
2016 Q1	$1.5M	Buy	49,336 +6,356	+15%	+$180K	0.19%	83
2015 Q4	$1.29M	Buy	42,980 +27,472	+177%	+$838K	0.17%	101
2015 Q3	$460K	Buy	15,508 +4,788	+45%	+$149K	0.07%	197
2015 Q2	$350K	Buy	10,720 +3,936	+58%	+$128K	0.05%	258
2015 Q1	$216K	Buy	+6,784	New	+$213K	0.03%	338

Other funds holding VO

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IFC Holdings's VO Position: Q1 2018 in Review

IFC Holdings sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2018, closing a stake of 112,928 shares — an estimated $4.38M sold.

IFC Holdings first reported a position in VO in Q1 2015 and held it in 12 quarters. The position peaked at $4.38M in Q4 2017. 755 funds tracked by Wall St. Rank hold VO as of Q1 2018.

IFC Holdings reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2018 after selling out during the quarter.
IFC Holdings sold 112,928 Vanguard Morningstar Mid-Cap ETF shares in Q1 2018, an estimated $4.38M.
IFC Holdings first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2015 and held it in 12 quarters.
IFC Holdings's Vanguard Morningstar Mid-Cap ETF position peaked at $4.38M in Q4 2017.
755 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.