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Summit Equities’s Vanguard Mid-Cap ETF VO Stock Holding History

Summit Equities’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
2018
Q3 		$405K Hold
9,856
– – 0.07% 35
2018
Q2 		$388K Hold
9,856
– – 0.07% 35
2018
Q1 		$380K Hold
9,856
– – 0.07% 35
2017
Q4 		$381K Buy
+9,856
New +$372K 0.07% 33

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Summit Equities's VO Position: Q3 2018 in Review

Summit Equities held its Vanguard Mid-Cap ETF (VO) position steady in Q3 2018 at 9,856 shares worth $405K. The position accounts for 0.07% of the portfolio, ranked #35.

Summit Equities first reported a position in VO in Q4 2017 and has held it in 4 quarters since. 769 funds tracked by Wall St. Rank hold VO as of Q3 2018.

  • Summit Equities held 9,856 shares of Vanguard Mid-Cap ETF worth $405K as of Q3 2018.
  • Summit Equities left its Vanguard Mid-Cap ETF share count unchanged in Q3 2018.
  • Vanguard Mid-Cap ETF made up 0.07% of Summit Equities's portfolio in Q3 2018, its #35 holding.
  • Summit Equities first reported a position in Vanguard Mid-Cap ETF in Q4 2017 and has held it in 4 quarters since.
  • 769 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2018.

Based on Summit Equities's 13F filing for Q3 2018, filed 13 Nov 2018.