Madison Investment Holdings’s Vanguard Mid-Cap ETF VO Stock Holding History

Madison Investment Holdings’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
2018 Q1	–	Sell	-86,736	Closed	-$3.36M	–	262
2017 Q4	$3.36M	Buy	86,736 +73,900	+576%	+$2.79M	0.06%	184
2017 Q3	$472K	Sell	12,836 -7,528	-37%	-$272K	0.01%	231
2017 Q2	$726K	Buy	20,364 +4,272	+27%	+$151K	0.01%	217
2017 Q1	$560K	Sell	16,092 -14,592	-48%	-$501K	0.01%	223
2016 Q4	$1.01M	Buy	30,684 +23,692	+339%	+$767K	0.02%	206
2016 Q3	$226K	Buy	+6,992	New	+$224K	﹤0.01%	238

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

Madison Investment Holdings's VO Position: Q1 2018 in Review

Madison Investment Holdings sold out of Vanguard Mid-Cap ETF (VO) in Q1 2018, closing a stake of 86,736 shares — an estimated $3.36M sold.

Madison Investment Holdings first reported a position in VO in Q3 2016 and held it in 6 quarters. The position peaked at $3.36M in Q4 2017. 755 funds tracked by Wall St. Rank hold VO as of Q1 2018.

Madison Investment Holdings reported no remaining Vanguard Mid-Cap ETF position as of Q1 2018 after selling out during the quarter.
Madison Investment Holdings sold 86,736 Vanguard Mid-Cap ETF shares in Q1 2018, an estimated $3.36M.
Madison Investment Holdings first reported a position in Vanguard Mid-Cap ETF in Q3 2016 and held it in 6 quarters.
Madison Investment Holdings's Vanguard Mid-Cap ETF position peaked at $3.36M in Q4 2017.
755 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2018.

Based on Madison Investment Holdings's 13F filing for Q1 2018, filed 11 May 2018.