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

Jacobus 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
2017 Q3	$8.14M	Buy	221,428 +6,900	+3%	+$249K	2.13%	13
2017 Q2	$7.64M	Buy	214,528 +7,260	+4%	+$257K	2.06%	14
2017 Q1	$7.21M	Buy	207,268 +2,960	+1%	+$102K	2.02%	15
2016 Q4	$6.72M	Sell	204,308 -9,776	-5%	-$316K	1.97%	16
2016 Q3	$6.93M	Buy	214,084 +9,080	+4%	+$291K	2.02%	14
2016 Q2	$6.34M	Buy	205,004 +1,460	+0.7%	+$44.6K	1.93%	15
2016 Q1	$6.17M	Buy	203,544 +4,260	+2%	+$120K	1.8%	12
2015 Q4	$5.98M	Buy	199,284 +43,280	+28%	+$1.32M	1.71%	15
2015 Q3	$4.55M	Buy	156,004 +1,404	+0.9%	+$43.8K	1.33%	22
2015 Q2	$4.92M	Buy	154,600 +2,220	+1%	+$72K	1.22%	22
2015 Q1	$5.05M	Sell	152,380 -960	-0.6%	-$30.2K	1.31%	21
2014 Q4	$4.74M	Buy	153,340 +4,320	+3%	+$130K	1.23%	23
2014 Q3	$4.37M	Sell	149,020 -200	-0.1%	-$5.94K	1.2%	23
2014 Q2	$4.43M	Hold	149,220	–	–	1.13%	23
2014 Q1	$4.24M	Buy	149,220 +3,880	+3%	+$108K	1.03%	26
2013 Q4	$4M	Buy	145,340 +300	+0.2%	+$7.99K	1.16%	22
2013 Q3	$3.72M	Buy	145,040 +2,040	+1%	+$51.2K	1.3%	20
2013 Q2	$3.4M	Buy	+143,000	New	+$3.39M	1.24%	20

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

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Jacobus Wealth Management's VO Position: Q3 2017 in Review

Jacobus Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 3.2% in Q3 2017, buying an estimated $249K and bringing the position to 221,428 shares worth $8.14M. The position accounts for 2.13% of the portfolio, ranked #13.

Jacobus Wealth Management first reported a position in VO in Q2 2013 and has held it in 18 quarters since. 641 funds tracked by Wall St. Rank hold VO as of Q3 2017.

Jacobus Wealth Management held 221,428 shares of Vanguard Mid-Cap ETF worth $8.14M as of Q3 2017.
Jacobus Wealth Management bought 6,900 Vanguard Mid-Cap ETF shares in Q3 2017, an estimated $249K.
Vanguard Mid-Cap ETF made up 2.13% of Jacobus Wealth Management's portfolio in Q3 2017, its #13 holding.
Jacobus Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 18 quarters since.
641 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.