RMA
VO icon

Roffman Miller Associates’s Vanguard Mid-Cap ETF VO Stock Holding History

Roffman Miller Associates’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
Q3 		– Sell
-5,736
Closed -$235K – 144
2020
Q2 		$235K Buy
+5,736
New +$220K 0.02% 133

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Roffman Miller Associates's VO Position: Q3 2020 in Review

Roffman Miller Associates sold out of Vanguard Mid-Cap ETF (VO) in Q3 2020, closing a stake of 5,736 shares — an estimated $235K sold.

Roffman Miller Associates first reported a position in VO in Q2 2020 and held it in 1 quarter. The position peaked at $235K in Q2 2020. 1,057 funds tracked by Wall St. Rank hold VO as of Q3 2020.

  • Roffman Miller Associates reported no remaining Vanguard Mid-Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Roffman Miller Associates sold 5,736 Vanguard Mid-Cap ETF shares in Q3 2020, an estimated $235K.
  • Roffman Miller Associates first reported a position in Vanguard Mid-Cap ETF in Q2 2020 and held it in 1 quarter.
  • Roffman Miller Associates's Vanguard Mid-Cap ETF position peaked at $235K in Q2 2020.
  • 1,057 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2020.

Based on Roffman Miller Associates's 13F filing for Q3 2020, filed 6 Nov 2020.