Stanford Investment Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Stanford Investment Group’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 Q1	–	Sell	-628	Closed	-$21K	–	282
2016 Q4	$21K	Hold	628	–	–	0.01%	248
2016 Q3	$20K	Hold	628	–	–	0.01%	263
2016 Q2	$19K	Hold	628	–	–	0.01%	255
2016 Q1	$19K	Hold	628	–	–	0.01%	252
2015 Q4	$19K	Hold	628	–	–	0.01%	227
2015 Q3	$18K	Hold	628	–	–	0.01%	229
2015 Q2	$20K	Hold	628	–	–	0.02%	232
2015 Q1	$21K	Hold	628	–	–	0.02%	225
2014 Q4	$19K	Buy	+628	New	+$18.9K	0.02%	239

Other funds holding VO

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stanford Investment Group's VO Position: Q1 2017 in Review

Stanford Investment Group sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2017, closing a stake of 628 shares — an estimated $21K sold.

Stanford Investment Group first reported a position in VO in Q4 2014 and held it in 9 quarters. The position peaked at $21K in Q4 2016. 615 funds tracked by Wall St. Rank hold VO as of Q1 2017.

Stanford Investment Group reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 628 Vanguard Morningstar Mid-Cap ETF shares in Q1 2017, an estimated $21K.
Stanford Investment Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's Vanguard Morningstar Mid-Cap ETF position peaked at $21K in Q4 2016.
615 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.