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Osborn Williams & Donohoe’s Vanguard Mid-Cap ETF VO Stock Holding History

Osborn Williams & Donohoe’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
2019
Q2 		– Sell
-532
Closed -$22K – 652
2019
Q1 		$22K Buy
+532
New +$20.5K ﹤0.01% 548

Other funds holding VO

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Osborn Williams & Donohoe's VO Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of Vanguard Mid-Cap ETF (VO) in Q2 2019, closing a stake of 532 shares — an estimated $22K sold.

Osborn Williams & Donohoe first reported a position in VO in Q1 2019 and held it in 1 quarter. The position peaked at $22K in Q1 2019. 889 funds tracked by Wall St. Rank hold VO as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining Vanguard Mid-Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 532 Vanguard Mid-Cap ETF shares in Q2 2019, an estimated $22K.
  • Osborn Williams & Donohoe first reported a position in Vanguard Mid-Cap ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's Vanguard Mid-Cap ETF position peaked at $22K in Q1 2019.
  • 889 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.