McCutchen Group’s Vanguard Mid-Cap ETF VO Stock Holding History

McCutchen Group’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 Q3	–	Sell	-6,084	Closed	-$249K	–	25
2020 Q2	$249K	Hold	6,084	–	–	0.07%	23
2020 Q1	$200K	Hold	6,084	–	–	0.06%	24
2019 Q4	$271K	Sell	6,084 -2,316	-28%	-$99.4K	0.07%	24
2019 Q3	$352K	Hold	8,400	–	–	0.1%	22
2019 Q2	$351K	Hold	8,400	–	–	0.11%	22
2019 Q1	$338K	Buy	+8,400	New	+$323K	0.11%	26

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

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

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

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

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

McCutchen Group's VO Position: Q3 2020 in Review

McCutchen Group sold out of Vanguard Mid-Cap ETF (VO) in Q3 2020, closing a stake of 6,084 shares — an estimated $249K sold.

McCutchen Group first reported a position in VO in Q1 2019 and held it in 6 quarters. The position peaked at $352K in Q3 2019. 1,057 funds tracked by Wall St. Rank hold VO as of Q3 2020.

McCutchen Group reported no remaining Vanguard Mid-Cap ETF position as of Q3 2020 after selling out during the quarter.
McCutchen Group sold 6,084 Vanguard Mid-Cap ETF shares in Q3 2020, an estimated $249K.
McCutchen Group first reported a position in Vanguard Mid-Cap ETF in Q1 2019 and held it in 6 quarters.
McCutchen Group's Vanguard Mid-Cap ETF position peaked at $352K in Q3 2019.
1,057 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2020.

Based on McCutchen Group's 13F filing for Q3 2020, filed 16 Nov 2020.