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Klingenstein Fields & Co’s Vanguard Mid-Cap ETF VO Stock Holding History

Klingenstein Fields & Co’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
Q4 		– Sell
-8,360
Closed -$368K – 192
2020
Q3 		$368K Buy
+8,360
New +$364K 0.02% 144

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Morgan Stanley
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Jones Financial Companies
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Klingenstein Fields & Co's VO Position: Q4 2020 in Review

Klingenstein Fields & Co sold out of Vanguard Mid-Cap ETF (VO) in Q4 2020, closing a stake of 8,360 shares — an estimated $368K sold.

Klingenstein Fields & Co first reported a position in VO in Q3 2020 and held it in 1 quarter. The position peaked at $368K in Q3 2020. 1,220 funds tracked by Wall St. Rank hold VO as of Q4 2020.

  • Klingenstein Fields & Co reported no remaining Vanguard Mid-Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Klingenstein Fields & Co sold 8,360 Vanguard Mid-Cap ETF shares in Q4 2020, an estimated $368K.
  • Klingenstein Fields & Co first reported a position in Vanguard Mid-Cap ETF in Q3 2020 and held it in 1 quarter.
  • Klingenstein Fields & Co's Vanguard Mid-Cap ETF position peaked at $368K in Q3 2020.
  • 1,220 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2020.

Based on Klingenstein Fields & Co's 13F filing for Q4 2020, filed 2 Feb 2021.