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R & A Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

R & A Capital Management’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
2013
Q3 		$635K Hold
24,772
– – 2.9% 9
2013
Q2 		$589K Buy
+24,772
New +$588K 2.85% 9

Other funds holding VO

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

R & A Capital Management's VO Position: Q3 2013 in Review

R & A Capital Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2013 at 24,772 shares worth $635K. The position accounts for 2.9% of the portfolio, ranked #9.

R & A Capital Management first reported a position in VO in Q2 2013 and has held it in 2 quarters since. 247 funds tracked by Wall St. Rank hold VO as of Q3 2013.

  • R & A Capital Management held 24,772 shares of Vanguard Morningstar Mid-Cap ETF worth $635K as of Q3 2013.
  • R & A Capital Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2013.
  • Vanguard Morningstar Mid-Cap ETF made up 2.9% of R & A Capital Management's portfolio in Q3 2013, its #9 holding.
  • R & A Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 2 quarters since.
  • 247 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2013.

Based on R & A Capital Management's 13F filing for Q3 2013, filed 18 Oct 2013.