Ladenburg Thalmann Financial Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Ladenburg Thalmann Financial 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
2019 Q4	$48.4M	Buy	1,253,460 +173,540	+16%	+$7.45M	0.31%	68
2019 Q3	$45.2M	Buy	1,079,920 +86,592	+9%	+$3.62M	0.31%	66
2019 Q2	$41.5M	Buy	993,328 +28,700	+3%	+$1.17M	0.3%	66
2019 Q1	$38.8M	Buy	964,628 +21,932	+2%	+$844K	0.3%	67
2018 Q4	$32.6M	Buy	942,696 +16,828	+2%	+$632K	0.29%	77
2018 Q3	$38M	Buy	925,868 +60,820	+7%	+$2.48M	0.32%	65
2018 Q2	$33.3M	Hold	865,048	–	–	0.31%	74
2018 Q1	$33.3M	Buy	865,048 +53,888	+7%	+$2.12M	0.31%	74
2017 Q4	$31.4M	Buy	811,160 +64,216	+9%	+$2.42M	0.3%	75
2017 Q3	$27.4M	Buy	746,944 +71,868	+11%	+$2.59M	0.3%	73
2017 Q2	$24.1M	Buy	675,076 +42,600	+7%	+$1.51M	0.28%	77
2017 Q1	$22M	Buy	632,476 +58,052	+10%	+$1.99M	0.28%	73
2016 Q4	$18.9M	Buy	574,424 +67,196	+13%	+$2.18M	0.26%	79
2016 Q3	$16.4M	Buy	507,228 +50,068	+11%	+$1.61M	0.25%	91
2016 Q2	$14.1M	Buy	457,160 +29,688	+7%	+$907K	0.23%	102
2016 Q1	$13M	Buy	427,472 +8,576	+2%	+$243K	0.23%	102
2015 Q4	$12.6M	Buy	418,896 +3,136	+0.8%	+$95.7K	0.23%	99
2015 Q3	$12.1M	Sell	415,760 -44,408	-10%	-$1.38M	0.25%	95
2015 Q2	$14.7M	Buy	460,168 +60,496	+15%	+$1.96M	0.27%	89
2015 Q1	$13.3M	Buy	399,672 +194,444	+95%	+$6.11M	0.25%	92
2014 Q4	$6.34M	Buy	205,228 +24,104	+13%	+$726K	0.14%	153
2014 Q3	$5.31M	Sell	181,124 -78,476	-30%	-$2.33M	0.14%	137
2014 Q2	$7.7M	Buy	259,600 +14,448	+6%	+$413K	0.21%	101
2014 Q1	$6.96M	Buy	245,152 +22,680	+10%	+$629K	0.2%	94
2013 Q4	$6.12M	Buy	222,472 +21,620	+11%	+$576K	0.19%	102
2013 Q3	$5.15M	Buy	200,852 +25,920	+15%	+$650K	0.17%	113
2013 Q2	$4.16M	Buy	+174,932	New	+$4.15M	0.15%	129

Other funds holding VO

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

Ladenburg Thalmann Financial Services's VO Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Vanguard Mid-Cap ETF (VO) stake by 16% in Q4 2019, buying an estimated $7.45M and bringing the position to 1,253,460 shares worth $48.4M. The position accounts for 0.31% of the portfolio, ranked #68.

Ladenburg Thalmann Financial Services first reported a position in VO in Q2 2013 and has held it in 27 quarters since. 1,026 funds tracked by Wall St. Rank hold VO as of Q4 2019.

Ladenburg Thalmann Financial Services held 1,253,460 shares of Vanguard Mid-Cap ETF worth $48.4M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 173,540 Vanguard Mid-Cap ETF shares in Q4 2019, an estimated $7.45M.
Vanguard Mid-Cap ETF made up 0.31% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #68 holding.
Ladenburg Thalmann Financial Services first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 27 quarters since.
1,026 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.