Investors Capital Advisory Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Investors Capital Advisory Services’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 Q2	$667K	Buy	21,612 +192	+0.9%	+$5.87K	0.13%	217
2016 Q1	$649K	Sell	21,420 -19,116	-47%	-$541K	0.13%	216
2015 Q4	$1.22M	Sell	40,536 -8,480	-17%	-$259K	0.24%	110
2015 Q3	$1.43M	Buy	49,016 +5,072	+12%	+$158K	0.29%	80
2015 Q2	$1.4M	Buy	43,944 +8,296	+23%	+$269K	0.26%	97
2015 Q1	$1.18M	Buy	35,648 +1,124	+3%	+$35.3K	0.22%	120
2014 Q4	$1.07M	Buy	34,524 +6,820	+25%	+$206K	0.2%	138
2014 Q3	$812K	Buy	27,704 +2,544	+10%	+$75.5K	0.16%	187
2014 Q2	$746K	Buy	25,160 +3,900	+18%	+$111K	0.12%	260
2014 Q1	$603K	Buy	21,260 +5,836	+38%	+$162K	0.13%	230
2013 Q4	$424K	Buy	15,424 +4,296	+39%	+$114K	0.1%	293
2013 Q3	$285K	Buy	11,128 +2,648	+31%	+$66.4K	0.07%	368
2013 Q2	$201K	Buy	+8,480	New	+$201K	0.06%	418

Other funds holding VO

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

MFRM

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

TCT

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

Investors Capital Advisory Services's VO Position: Q2 2016 in Review

Investors Capital Advisory Services increased its Vanguard Mid-Cap ETF (VO) stake by 0.9% in Q2 2016, buying an estimated $5.87K and bringing the position to 21,612 shares worth $667K. The position accounts for 0.13% of the portfolio, ranked #217.

Investors Capital Advisory Services first reported a position in VO in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.43M in Q3 2015. 475 funds tracked by Wall St. Rank hold VO as of Q2 2016.

Investors Capital Advisory Services held 21,612 shares of Vanguard Mid-Cap ETF worth $667K as of Q2 2016.
Investors Capital Advisory Services bought 192 Vanguard Mid-Cap ETF shares in Q2 2016, an estimated $5.87K.
Vanguard Mid-Cap ETF made up 0.13% of Investors Capital Advisory Services's portfolio in Q2 2016, its #217 holding.
Investors Capital Advisory Services first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 13 quarters since.
Investors Capital Advisory Services's Vanguard Mid-Cap ETF position peaked at $1.43M in Q3 2015.
475 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.