Placemark Investments’s Vanguard Mid-Cap ETF VO Stock Holding History

Placemark Investments’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
2014 Q4	$3.57M	Buy	115,508 +9,384	+9%	+$283K	0.06%	382
2014 Q3	$3.11M	Buy	106,124 +13,380	+14%	+$397K	0.06%	400
2014 Q2	$2.75M	Buy	92,744 +6,396	+7%	+$183K	0.05%	449
2014 Q1	$2.45M	Buy	86,348 +8,652	+11%	+$240K	0.05%	457
2013 Q4	$2.14M	Buy	77,696 +8,484	+12%	+$226K	0.04%	537
2013 Q3	$1.77M	Buy	69,212 +7,284	+12%	+$183K	0.03%	571
2013 Q2	$1.47M	Buy	+61,928	New	+$1.47M	0.03%	601

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TCT

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Placemark Investments's VO Position: Q4 2014 in Review

Placemark Investments increased its Vanguard Mid-Cap ETF (VO) stake by 8.8% in Q4 2014, buying an estimated $283K and bringing the position to 115,508 shares worth $3.57M. The position accounts for 0.06% of the portfolio, ranked #382.

Placemark Investments first reported a position in VO in Q2 2013 and has held it in 7 quarters since. 363 funds tracked by Wall St. Rank hold VO as of Q4 2014.

Placemark Investments held 115,508 shares of Vanguard Mid-Cap ETF worth $3.57M as of Q4 2014.
Placemark Investments bought 9,384 Vanguard Mid-Cap ETF shares in Q4 2014, an estimated $283K.
Vanguard Mid-Cap ETF made up 0.06% of Placemark Investments's portfolio in Q4 2014, its #382 holding.
Placemark Investments first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 7 quarters since.
363 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.