Main Street Research’s Vanguard Mid-Cap ETF VO Stock Holding History

Main Street Research’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
2016 Q3	–	Sell	-10,564	Closed	-$327K	–	113
2016 Q2	$327K	Buy	+10,564	New	+$323K	0.07%	86

Other funds holding VO

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

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Main Street Research's VO Position: Q3 2016 in Review

Main Street Research sold out of Vanguard Mid-Cap ETF (VO) in Q3 2016, closing a stake of 10,564 shares — an estimated $327K sold.

Main Street Research first reported a position in VO in Q2 2016 and held it in 1 quarter. The position peaked at $327K in Q2 2016. 492 funds tracked by Wall St. Rank hold VO as of Q3 2016.

Main Street Research reported no remaining Vanguard Mid-Cap ETF position as of Q3 2016 after selling out during the quarter.
Main Street Research sold 10,564 Vanguard Mid-Cap ETF shares in Q3 2016, an estimated $327K.
Main Street Research first reported a position in Vanguard Mid-Cap ETF in Q2 2016 and held it in 1 quarter.
Main Street Research's Vanguard Mid-Cap ETF position peaked at $327K in Q2 2016.
492 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2016.

Based on Main Street Research's 13F filing for Q3 2016, filed 10 Nov 2016.