Portfolio Solutions’s Vanguard Mid-Cap ETF VO Stock Holding History

Portfolio Solutions’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 Q4	–	Sell	-13,796	Closed	-$608K	–	52
2020 Q3	$608K	Buy	13,796 +7,768	+129%	+$339K	0.08%	33
2020 Q2	$247K	Buy	+6,028	New	+$231K	0.04%	44
2018 Q2	–	Sell	-1,892	Closed	-$73K	–	173
2018 Q1	$73K	Hold	1,892	–	–	0.01%	66
2017 Q4	$73K	Hold	1,892	–	–	0.01%	65
2017 Q3	$70K	Hold	1,892	–	–	0.01%	63
2017 Q2	$67K	Hold	1,892	–	–	0.01%	61
2017 Q1	$66K	Buy	+1,892	New	+$65K	0.01%	55

Other funds holding VO

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Portfolio Solutions's VO Position: Q4 2020 in Review

Portfolio Solutions sold out of Vanguard Mid-Cap ETF (VO) in Q4 2020, closing a stake of 13,796 shares — an estimated $608K sold.

Portfolio Solutions first reported a position in VO in Q1 2017 and held it in 7 quarters. The position peaked at $608K in Q3 2020. 1,220 funds tracked by Wall St. Rank hold VO as of Q4 2020.

Portfolio Solutions reported no remaining Vanguard Mid-Cap ETF position as of Q4 2020 after selling out during the quarter.
Portfolio Solutions sold 13,796 Vanguard Mid-Cap ETF shares in Q4 2020, an estimated $608K.
Portfolio Solutions first reported a position in Vanguard Mid-Cap ETF in Q1 2017 and held it in 7 quarters.
Portfolio Solutions's Vanguard Mid-Cap ETF position peaked at $608K in Q3 2020.
1,220 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2020.

Based on Portfolio Solutions's 13F filing for Q4 2020, filed 12 Feb 2021.