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Rockefeller Financial Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Rockefeller Financial Services’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
2017
Q4 		$320K Hold
8,268
– – 0.01% 310
2017
Q3 		$304K Hold
8,268
– – 0.01% 304
2017
Q2 		$295K Hold
8,268
– – 0.01% 268
2017
Q1 		$288K Buy
+8,268
New +$284K 0.01% 280

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rockefeller Financial Services's VO Position: Q4 2017 in Review

Rockefeller Financial Services held its Vanguard Mid-Cap ETF (VO) position steady in Q4 2017 at 8,268 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #310.

Rockefeller Financial Services first reported a position in VO in Q1 2017 and has held it in 4 quarters since. 748 funds tracked by Wall St. Rank hold VO as of Q4 2017.

  • Rockefeller Financial Services held 8,268 shares of Vanguard Mid-Cap ETF worth $320K as of Q4 2017.
  • Rockefeller Financial Services left its Vanguard Mid-Cap ETF share count unchanged in Q4 2017.
  • Vanguard Mid-Cap ETF made up 0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #310 holding.
  • Rockefeller Financial Services first reported a position in Vanguard Mid-Cap ETF in Q1 2017 and has held it in 4 quarters since.
  • 748 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.