Jackson Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Jackson Wealth Management’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
2015 Q3	–	Sell	-93,864	Closed	-$2.98M	–	136
2015 Q2	$2.98M	Buy	93,864 +4,340	+5%	+$141K	1.01%	25
2015 Q1	$2.97M	Buy	+89,524	New	+$2.81M	0.96%	30

Other funds holding VO

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

TCT

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jackson Wealth Management's VO Position: Q3 2015 in Review

Jackson Wealth Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2015, closing a stake of 93,864 shares — an estimated $2.98M sold.

Jackson Wealth Management first reported a position in VO in Q1 2015 and held it in 2 quarters. The position peaked at $2.98M in Q2 2015. 402 funds tracked by Wall St. Rank hold VO as of Q3 2015.

Jackson Wealth Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q3 2015 after selling out during the quarter.
Jackson Wealth Management sold 93,864 Vanguard Morningstar Mid-Cap ETF shares in Q3 2015, an estimated $2.98M.
Jackson Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2015 and held it in 2 quarters.
Jackson Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $2.98M in Q2 2015.
402 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2015.

Based on Jackson Wealth Management's 13F filing for Q3 2015, filed 30 Oct 2015.