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Private Wealth Advisors (Pennsylvania)’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2015
Q4 		– Sell
-7,696
Closed -$224K – 125
2015
Q3 		$224K Buy
7,696
+128
+2% +$3.99K 0.11% 128
2015
Q2 		$241K Buy
+7,568
New +$246K 0.11% 127

Other funds holding VO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TIAA CREF Trust
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s VO Position: Q4 2015 in Review

Private Wealth Advisors (Pennsylvania) sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2015, closing a stake of 7,696 shares — an estimated $224K sold.

Private Wealth Advisors (Pennsylvania) first reported a position in VO in Q2 2015 and held it in 2 quarters. The position peaked at $241K in Q2 2015. 450 funds tracked by Wall St. Rank hold VO as of Q4 2015.

  • Private Wealth Advisors (Pennsylvania) reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2015 after selling out during the quarter.
  • Private Wealth Advisors (Pennsylvania) sold 7,696 Vanguard Morningstar Mid-Cap ETF shares in Q4 2015, an estimated $224K.
  • Private Wealth Advisors (Pennsylvania) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2015 and held it in 2 quarters.
  • Private Wealth Advisors (Pennsylvania)'s Vanguard Morningstar Mid-Cap ETF position peaked at $241K in Q2 2015.
  • 450 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2015.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2015, filed 5 Feb 2016.