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Strategic Point Investment Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Strategic Point Investment Advisors’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 		– Sell
-423,500
Closed -$13.9M – 26
2020
Q1 		$13.9M Sell
423,500
-13,408
-3% -$555K 5.98% 6
2019
Q4 		$19.5M Sell
436,908
-20,852
-5% -$895K 7.11% 5
2019
Q3 		$19.2M Sell
457,760
-13,760
-3% -$575K 7.5% 4
2019
Q2 		$19.7M Sell
471,520
-24,860
-5% -$1.02M 8.36% 4
2019
Q1 		$19.9M Sell
496,380
-39,284
-7% -$1.51M 8.96% 4
2018
Q4 		$18.5M Sell
535,664
-9,772
-2% -$367K 8.76% 4
2018
Q3 		$22.4K Sell
545,436
-7,860
-1% -$321K 0.54% 5
2018
Q2 		$21.8M Sell
553,296
-11,300
-2% -$444K 8.55% 3
2018
Q1 		$21.8M Sell
564,596
-12,460
-2% -$491K 8.93% 3
2017
Q4 		$22.3M Sell
577,056
-54,960
-9% -$2.07M 8.74% 4
2017
Q3 		$23.2M Sell
632,016
-9,500
-1% -$343K 8.65% 4
2017
Q2 		$22.9M Sell
641,516
-12,456
-2% -$440K 8.91% 4
2017
Q1 		$22.8K Sell
653,972
-7,572
-1% -$260K 0.17% 4
2016
Q4 		$21.8M Sell
661,544
-228
-0% -$7.38K 8.92% 4
2016
Q3 		$21.4M Sell
661,772
-6,500
-1% -$209K 9.34% 4
2016
Q2 		$20.7M Buy
668,272
+1,420
+0.2% +$43.4K 9.23% 6
2016
Q1 		$20.2M Buy
666,852
+13,392
+2% +$379K 9.08% 6
2015
Q4 		$19.6M Sell
653,460
-5,444
-0.8% -$166K 8.41% 6
2015
Q3 		$19.2M Sell
658,904
-1,320
-0.2% -$41.1K 8.91% 5
2015
Q2 		$21M Sell
660,224
-15,460
-2% -$502K 4.16% 6
2015
Q1 		$22.4M Buy
675,684
+1,260
+0.2% +$39.6K 8.46% 5
2014
Q4 		$20.8M Buy
674,424
+7,112
+1% +$214K 8.91% 5
2014
Q3 		$19.6M Sell
667,312
-97,608
-13% -$2.9M 8.69% 4
2014
Q2 		$22.7M Buy
764,920
+1,700
+0.2% +$48.5K 10.2% 4
2014
Q1 		$21.7M Buy
763,220
+10,320
+1% +$286K 10.71% 4
2013
Q4 		$20.7M Buy
752,900
+2,440
+0.3% +$65K 9.97% 4
2013
Q3 		$19.2M Buy
+750,460
New +$18.8M 10.04% 4

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Strategic Point Investment Advisors's VO Position: Q2 2020 in Review

Strategic Point Investment Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q2 2020, closing a stake of 423,500 shares — an estimated $13.9M sold.

Strategic Point Investment Advisors first reported a position in VO in Q3 2013 and held it in 27 quarters. The position peaked at $23.2M in Q3 2017. 1,052 funds tracked by Wall St. Rank hold VO as of Q2 2020.

  • Strategic Point Investment Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Strategic Point Investment Advisors sold 423,500 Vanguard Mid-Cap ETF shares in Q2 2020, an estimated $13.9M.
  • Strategic Point Investment Advisors first reported a position in Vanguard Mid-Cap ETF in Q3 2013 and held it in 27 quarters.
  • Strategic Point Investment Advisors's Vanguard Mid-Cap ETF position peaked at $23.2M in Q3 2017.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2020.

Based on Strategic Point Investment Advisors's 13F filing for Q2 2020, filed 29 Jul 2020.