LS
VO icon

Lupo Securities’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Lupo Securities’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
Q2 		– Sell
-11,556
Closed -$244K – 403
2015
Q1 		$244K Buy
+11,556
New +$363K 0.38% 56

Other funds holding VO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TIAA CREF Trust
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lupo Securities's VO Position: Q2 2015 in Review

Lupo Securities sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2015, closing a stake of 11,556 shares — an estimated $244K sold.

Lupo Securities first reported a position in VO in Q1 2015 and held it in 1 quarter. The position peaked at $244K in Q1 2015. 397 funds tracked by Wall St. Rank hold VO as of Q2 2015.

  • Lupo Securities reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2015 after selling out during the quarter.
  • Lupo Securities sold 11,556 Vanguard Morningstar Mid-Cap ETF shares in Q2 2015, an estimated $244K.
  • Lupo Securities first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2015 and held it in 1 quarter.
  • Lupo Securities's Vanguard Morningstar Mid-Cap ETF position peaked at $244K in Q1 2015.
  • 397 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2015.

Based on Lupo Securities's 13F filing for Q2 2015, filed 14 Aug 2015.