SCA
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Strategic Capital Alternatives’s Vanguard Mid-Cap ETF VO Stock Holding History

Strategic Capital Alternatives’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
2015
Q3 		$4.42M Buy
151,612
+26,224
+21% +$818K 0.94% 26
2015
Q2 		$4M Buy
125,388
+488
+0.4% +$15.8K 0.96% 31
2015
Q1 		$4.14M Sell
124,900
-21,236
-15% -$668K 1.03% 30
2014
Q4 		$4.51M Sell
146,136
-4,104
-3% -$124K 1.76% 12
2014
Q3 		$4.41M Buy
+150,240
New +$4.46M 1.56% 14

Other funds holding VO

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return