Signature Financial Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Signature Financial 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
2018 Q4	$300K	Buy	8,700 +84	+1%	+$3.15K	0.07%	99
2018 Q3	$354K	Hold	8,616	–	–	0.06%	109
2018 Q2	$339K	Buy	8,616 +36	+0.4%	+$1.41K	0.07%	112
2018 Q1	$331K	Buy	8,580 +24	+0.3%	+$945	0.07%	110
2017 Q4	$331K	Buy	+8,556	New	+$323K	0.09%	94

Other funds holding VO

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Signature Financial Management's VO Position: Q4 2018 in Review

Signature Financial Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.97% in Q4 2018, buying an estimated $3.15K and bringing the position to 8,700 shares worth $300K. The position accounts for 0.07% of the portfolio, ranked #99.

Signature Financial Management first reported a position in VO in Q4 2017 and has held it in 5 quarters since. The position peaked at $354K in Q3 2018. 843 funds tracked by Wall St. Rank hold VO as of Q4 2018.

Signature Financial Management held 8,700 shares of Vanguard Morningstar Mid-Cap ETF worth $300K as of Q4 2018.
Signature Financial Management bought 84 Vanguard Morningstar Mid-Cap ETF shares in Q4 2018, an estimated $3.15K.
Vanguard Morningstar Mid-Cap ETF made up 0.07% of Signature Financial Management's portfolio in Q4 2018, its #99 holding.
Signature Financial Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and has held it in 5 quarters since.
Signature Financial Management's Vanguard Morningstar Mid-Cap ETF position peaked at $354K in Q3 2018.
843 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.