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Starfire Investment Advisers’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Starfire Investment Advisers’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
Q2 		$627K Buy
+15,316
New +$587K 0.3% 83
2019
Q1 		– Sell
-5,984
Closed -$206K – 160
2018
Q4 		$206K Buy
+5,984
New +$225K 0.11% 137

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Starfire Investment Advisers's VO Position: Q2 2020 in Review

Starfire Investment Advisers opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2020: 15,316 shares worth $627K. The stake represents 0.3% of the portfolio and ranks #83 among its holdings. This is a return to the name: Starfire Investment Advisers previously reported a position in VO as recently as Q4 2018.

Starfire Investment Advisers first reported a position in VO in Q4 2018 and has held it in 2 quarters since. 1,053 funds tracked by Wall St. Rank hold VO as of Q2 2020.

  • Starfire Investment Advisers held 15,316 shares of Vanguard Morningstar Mid-Cap ETF worth $627K as of Q2 2020.
  • Vanguard Morningstar Mid-Cap ETF was a new Starfire Investment Advisers position in Q2 2020.
  • Vanguard Morningstar Mid-Cap ETF made up 0.3% of Starfire Investment Advisers's portfolio in Q2 2020, its #83 holding.
  • Starfire Investment Advisers first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 2 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2020.

Based on Starfire Investment Advisers's 13F filing for Q2 2020, filed 9 Jul 2020.