Northwestern Mutual Investment Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Northwestern Mutual Investment Services’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 Q1	–	Sell	-72	Closed	-$2K	–	103
2015 Q4	$2K	Buy	+72	New	+$2.2K	﹤0.01%	70
2015 Q3	–	Sell	-44	Closed	-$1K	–	383
2015 Q2	$1K	Buy	+44	New	+$1.43K	﹤0.01%	77
2014 Q2	–	Sell	-20	Closed	-$1K	–	169
2014 Q1	$1K	Buy	+20	New	+$555	﹤0.01%	95

Other funds holding VO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MFRM

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

TCT

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

Northwestern Mutual Investment Services's VO Position: Q1 2016 in Review

Northwestern Mutual Investment Services sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2016, closing a stake of 72 shares — an estimated $2K sold.

Northwestern Mutual Investment Services first reported a position in VO in Q1 2014 and held it in 3 quarters. The position peaked at $2K in Q4 2015. 458 funds tracked by Wall St. Rank hold VO as of Q1 2016.

Northwestern Mutual Investment Services reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2016 after selling out during the quarter.
Northwestern Mutual Investment Services sold 72 Vanguard Morningstar Mid-Cap ETF shares in Q1 2016, an estimated $2K.
Northwestern Mutual Investment Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2014 and held it in 3 quarters.
Northwestern Mutual Investment Services's Vanguard Morningstar Mid-Cap ETF position peaked at $2K in Q4 2015.
458 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2016.

Based on Northwestern Mutual Investment Services's 13F filing for Q1 2016.