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

Strategic Capital 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
2014
Q2 		$4.9M Buy
165,148
+13,868
+9% +$396K 1.53% 17
2014
Q1 		$4.3M Buy
151,280
+83,852
+124% +$2.33M 1.39% 17
2013
Q4 		$1.85M Sell
67,428
-45,668
-40% -$1.22M 1.45% 17
2013
Q3 		$2.9M Buy
113,096
+23,184
+26% +$582K 1.09% 25
2013
Q2 		$2.14M Buy
+89,912
New +$2.13M 1.06% 28

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Capital Group's VO Position: Q2 2014 in Review

Strategic Capital Group increased its Vanguard Mid-Cap ETF (VO) stake by 9.2% in Q2 2014, buying an estimated $396K and bringing the position to 165,148 shares worth $4.9M. The position accounts for 1.53% of the portfolio, ranked #17.

Strategic Capital Group first reported a position in VO in Q2 2013 and has held it in 5 quarters since. 309 funds tracked by Wall St. Rank hold VO as of Q2 2014.

  • Strategic Capital Group held 165,148 shares of Vanguard Mid-Cap ETF worth $4.9M as of Q2 2014.
  • Strategic Capital Group bought 13,868 Vanguard Mid-Cap ETF shares in Q2 2014, an estimated $396K.
  • Vanguard Mid-Cap ETF made up 1.53% of Strategic Capital Group's portfolio in Q2 2014, its #17 holding.
  • Strategic Capital Group first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 5 quarters since.
  • 309 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.