Independence Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Independence Advisors’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 Q3	$6K	Hold	132	–	–	﹤0.01%	157
2020 Q2	$5K	Sell	132 -96	-42%	-$3.68K	﹤0.01%	155
2020 Q1	$8K	Buy	228 +96	+73%	+$3.98K	﹤0.01%	133
2019 Q4	$6K	Buy	+132	New	+$5.67K	﹤0.01%	151

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Independence Advisors's VO Position: Q3 2020 in Review

Independence Advisors held its Vanguard Mid-Cap ETF (VO) position steady in Q3 2020 at 132 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #157.

Independence Advisors first reported a position in VO in Q4 2019 and has held it in 4 quarters since. The position peaked at $8K in Q1 2020. 1,057 funds tracked by Wall St. Rank hold VO as of Q3 2020.

Independence Advisors held 132 shares of Vanguard Mid-Cap ETF worth $6K as of Q3 2020.
Independence Advisors left its Vanguard Mid-Cap ETF share count unchanged in Q3 2020.
Vanguard Mid-Cap ETF made up ﹤0.01% of Independence Advisors's portfolio in Q3 2020, its #157 holding.
Independence Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and has held it in 4 quarters since.
Independence Advisors's Vanguard Mid-Cap ETF position peaked at $8K in Q1 2020.
1,057 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.