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

Isthmus Partners’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
-432
Closed -$17K – 301
2017
Q4 		$17K Buy
+432
New +$16.3K ﹤0.01% 219

Other funds holding VO

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Isthmus Partners's VO Position: Q1 2018 in Review

Isthmus Partners sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2018, closing a stake of 432 shares — an estimated $17K sold.

Isthmus Partners first reported a position in VO in Q4 2017 and held it in 1 quarter. The position peaked at $17K in Q4 2017. 755 funds tracked by Wall St. Rank hold VO as of Q1 2018.

  • Isthmus Partners reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2018 after selling out during the quarter.
  • Isthmus Partners sold 432 Vanguard Morningstar Mid-Cap ETF shares in Q1 2018, an estimated $17K.
  • Isthmus Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and held it in 1 quarter.
  • Isthmus Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $17K in Q4 2017.
  • 755 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2018.

Based on Isthmus Partners's 13F filing for Q1 2018, filed 11 May 2018.