National Planning Corporation’s Vanguard Mid-Cap ETF VO Stock Holding History

National Planning Corporation’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
2017 Q4	–	Sell	-55,020	Closed	-$2.02M	–	599
2017 Q3	$2.02M	Sell	55,020 -53,056	-49%	-$1.91M	0.17%	138
2017 Q2	$3.87M	Buy	108,076 +38,792	+56%	+$1.37M	0.29%	73
2017 Q1	$2.4M	Buy	69,284 +652	+0.9%	+$22.4K	0.18%	124
2016 Q4	$2.33M	Buy	68,632 +4,552	+7%	+$147K	0.18%	120
2016 Q3	$2.01M	Sell	64,080 -5,568	-8%	-$179K	0.16%	136
2016 Q2	$2.22M	Sell	69,648 -2,256	-3%	-$68.9K	0.17%	127
2016 Q1	$2.17M	Sell	71,904 -64,372	-47%	-$1.82M	0.19%	120
2015 Q4	$3.68M	Buy	136,276 +24,424	+22%	+$745K	0.3%	78
2015 Q3	$3.49M	Buy	111,852 +7,320	+7%	+$228K	0.32%	66
2015 Q2	$3.35M	Buy	104,532 +11,876	+13%	+$385K	0.3%	73
2015 Q1	$2.98M	Buy	92,656 +6,100	+7%	+$192K	0.26%	85
2014 Q4	$2.63M	Buy	86,556 +16,592	+24%	+$500K	0.19%	99
2014 Q3	$2.04M	Buy	69,964 +356	+0.5%	+$10.6K	0.16%	121
2014 Q2	$2.06M	Buy	69,608 +6,032	+9%	+$172K	0.16%	128
2014 Q1	$1.83M	Buy	63,576 +11,588	+22%	+$322K	0.16%	133
2013 Q4	$1.43M	Buy	51,988 +4,132	+9%	+$110K	0.13%	178
2013 Q3	$1.24M	Buy	47,856 +5,912	+14%	+$148K	0.12%	186
2013 Q2	$1M	Buy	+41,944	New	+$995K	0.12%	178

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

National Planning Corporation's VO Position: Q4 2017 in Review

National Planning Corporation sold out of Vanguard Mid-Cap ETF (VO) in Q4 2017, closing a stake of 55,020 shares — an estimated $2.02M sold.

National Planning Corporation first reported a position in VO in Q2 2013 and held it in 18 quarters. The position peaked at $3.87M in Q2 2017. 748 funds tracked by Wall St. Rank hold VO as of Q4 2017.

National Planning Corporation reported no remaining Vanguard Mid-Cap ETF position as of Q4 2017 after selling out during the quarter.
National Planning Corporation sold 55,020 Vanguard Mid-Cap ETF shares in Q4 2017, an estimated $2.02M.
National Planning Corporation first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and held it in 18 quarters.
National Planning Corporation's Vanguard Mid-Cap ETF position peaked at $3.87M in Q2 2017.
748 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.