MIM
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Miller Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Miller Investment Management’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
Q2 		– Sell
-228,236
Closed -$7.51M – 73
2020
Q1 		$7.51M Buy
228,236
+940
+0.4% +$38.9K 2.42% 6
2019
Q4 		$10.1M Sell
227,296
-1,600
-0.7% -$68.7K 2.25% 9
2019
Q3 		$9.59M Sell
228,896
-9,080
-4% -$379K 2.18% 10
2019
Q2 		$9.95M Buy
237,976
+2,848
+1% +$117K 2.27% 10
2019
Q1 		$9.45M Buy
235,128
+580
+0.2% +$22.3K 2.48% 9
2018
Q4 		$8.1M Buy
234,548
+56
+0% +$2.1K 2.38% 8
2018
Q3 		$9.63M Sell
234,492
-2,748
-1% -$112K 2.91% 6
2018
Q2 		$9.35M Buy
237,240
+25,812
+12% +$1.01M 2.81% 8
2018
Q1 		$8.15M Buy
211,428
+20
+0% +$787 2.67% 7
2017
Q4 		$8.18M Buy
211,408
+828
+0.4% +$31.3K 2.49% 7
2017
Q3 		$7.74M Buy
210,580
+1,844
+0.9% +$66.5K 2.5% 6
2017
Q2 		$7.44M Sell
208,736
-267,768
-56% -$9.46M 2.63% 5
2017
Q1 		$16.6M Buy
476,504
+4,992
+1% +$172K 6.06% 5
2016
Q4 		$15.5M Buy
+471,512
New +$15.3M 5.02% 5

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Miller Investment Management's VO Position: Q2 2020 in Review

Miller Investment Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2020, closing a stake of 228,236 shares — an estimated $7.51M sold.

Miller Investment Management first reported a position in VO in Q4 2016 and held it in 14 quarters. The position peaked at $16.6M in Q1 2017. 1,053 funds tracked by Wall St. Rank hold VO as of Q2 2020.

  • Miller Investment Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Miller Investment Management sold 228,236 Vanguard Morningstar Mid-Cap ETF shares in Q2 2020, an estimated $7.51M.
  • Miller Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2016 and held it in 14 quarters.
  • Miller Investment Management's Vanguard Morningstar Mid-Cap ETF position peaked at $16.6M in Q1 2017.
  • 1,053 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2020.

Based on Miller Investment Management's 13F filing for Q2 2020, filed 7 Aug 2020.