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Midwest Professional Planners Ltd (MPPL)’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Midwest Professional Planners Ltd (MPPL)’s Portfolio VONG Stock Details VONG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-348
Closed -$13K – 288
2018
Q2 		$13K Hold
348
– – 0.01% 217
2018
Q1 		$12K Sell
348
-8
-2% -$288 0.01% 220
2017
Q4 		$12K Buy
+356
New +$12K 0.01% 231

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s VONG Position: Q3 2018 in Review

Midwest Professional Planners Ltd (MPPL) sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q3 2018, closing a stake of 348 shares — an estimated $13K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in VONG in Q4 2017 and held it in 3 quarters. The position peaked at $13K in Q2 2018. 129 funds tracked by Wall St. Rank hold VONG as of Q3 2018.

  • Midwest Professional Planners Ltd (MPPL) reported no remaining Vanguard Russell 1000 Growth ETF position as of Q3 2018 after selling out during the quarter.
  • Midwest Professional Planners Ltd (MPPL) sold 348 Vanguard Russell 1000 Growth ETF shares in Q3 2018, an estimated $13K.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2017 and held it in 3 quarters.
  • Midwest Professional Planners Ltd (MPPL)'s Vanguard Russell 1000 Growth ETF position peaked at $13K in Q2 2018.
  • 129 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2018.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q3 2018, filed 13 Nov 2018.