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Symmetry Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Symmetry Partners’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
Q3 		– Sell
-5,344
Closed -$219K – 592
2020
Q2 		$219K Buy
+5,344
New +$205K 0.03% 279

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Bank of America
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TIAA FSB
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Symmetry Partners's VO Position: Q3 2020 in Review

Symmetry Partners sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2020, closing a stake of 5,344 shares — an estimated $219K sold.

Symmetry Partners first reported a position in VO in Q2 2020 and held it in 1 quarter. The position peaked at $219K in Q2 2020. 1,057 funds tracked by Wall St. Rank hold VO as of Q3 2020.

  • Symmetry Partners reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Symmetry Partners sold 5,344 Vanguard Morningstar Mid-Cap ETF shares in Q3 2020, an estimated $219K.
  • Symmetry Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2020 and held it in 1 quarter.
  • Symmetry Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $219K in Q2 2020.
  • 1,057 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2020.

Based on Symmetry Partners's 13F filing for Q3 2020, filed 3 Nov 2020.