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Simply Money Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Simply Money Advisors’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 		– Sell
-7,296
Closed -$174K – 354
2013
Q2 		$174K Buy
+7,296
New +$173K 0.03% 31

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

Simply Money Advisors's VO Position: Q3 2013 in Review

Simply Money Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q3 2013, closing a stake of 7,296 shares — an estimated $174K sold.

Simply Money Advisors first reported a position in VO in Q2 2013 and held it in 1 quarter. The position peaked at $174K in Q2 2013. 247 funds tracked by Wall St. Rank hold VO as of Q3 2013.

  • Simply Money Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 7,296 Vanguard Mid-Cap ETF shares in Q3 2013, an estimated $174K.
  • Simply Money Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's Vanguard Mid-Cap ETF position peaked at $174K in Q2 2013.
  • 247 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.