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Stifel Trust’s Vanguard Mid-Cap ETF VO Stock Holding History

Stifel Trust’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
2014
Q3 		$125K Hold
4,236
– – 0.02% 212
2014
Q2 		$126K Hold
4,236
– – 0.02% 210
2014
Q1 		$121K Hold
4,236
– – 0.02% 206
2013
Q4 		$117K Hold
4,236
– – 0.02% 202
2013
Q3 		$109K Hold
4,236
– – 0.02% 207
2013
Q2 		$101K Buy
+4,236
New +$100K 0.02% 212

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Stifel Trust's VO Position: Q3 2014 in Review

Stifel Trust held its Vanguard Mid-Cap ETF (VO) position steady in Q3 2014 at 4,236 shares worth $125K. The position accounts for 0.02% of the portfolio, ranked #212.

Stifel Trust first reported a position in VO in Q2 2013 and has held it in 6 quarters since. The position peaked at $126K in Q2 2014. 316 funds tracked by Wall St. Rank hold VO as of Q3 2014.

  • Stifel Trust held 4,236 shares of Vanguard Mid-Cap ETF worth $125K as of Q3 2014.
  • Stifel Trust left its Vanguard Mid-Cap ETF share count unchanged in Q3 2014.
  • Vanguard Mid-Cap ETF made up 0.02% of Stifel Trust's portfolio in Q3 2014, its #212 holding.
  • Stifel Trust first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 6 quarters since.
  • Stifel Trust's Vanguard Mid-Cap ETF position peaked at $126K in Q2 2014.
  • 316 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.