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Strategic Capital Alternatives’s Vanguard Morningstar 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 $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 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 $445B AUM 25.58% 1-Year Est. Return

Strategic Capital Alternatives's VO Position: Q3 2015 in Review

Strategic Capital Alternatives increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 21% in Q3 2015, buying an estimated $818K and bringing the position to 151,612 shares worth $4.42M. The position accounts for 0.94% of the portfolio, ranked #26.

Strategic Capital Alternatives first reported a position in VO in Q3 2014 and has held it in 5 quarters since. The position peaked at $4.51M in Q4 2014. 403 funds tracked by Wall St. Rank hold VO as of Q3 2015.

  • Strategic Capital Alternatives held 151,612 shares of Vanguard Morningstar Mid-Cap ETF worth $4.42M as of Q3 2015.
  • Strategic Capital Alternatives bought 26,224 Vanguard Morningstar Mid-Cap ETF shares in Q3 2015, an estimated $818K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.94% of Strategic Capital Alternatives's portfolio in Q3 2015, its #26 holding.
  • Strategic Capital Alternatives first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2014 and has held it in 5 quarters since.
  • Strategic Capital Alternatives's Vanguard Morningstar Mid-Cap ETF position peaked at $4.51M in Q4 2014.
  • 403 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.