TD Ameritrade Investment Management’s Vanguard Mid-Cap ETF VO Stock Holding History

TD Ameritrade Investment Management’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
2023 Q3	–	Sell	-3,200,576	Closed	-$176M	–	489
2023 Q2	$176M	Sell	3,200,576 -183,400	-5%	-$9.61M	1.87%	12
2023 Q1	$178M	Sell	3,383,976 -202,580	-6%	-$10.8M	1.83%	13
2022 Q4	$183M	Sell	3,586,556 -211,276	-6%	-$10.8M	1.83%	13
2022 Q3	$178M	Sell	3,797,832 -216,236	-5%	-$11.3M	1.78%	14
2022 Q2	$198M	Sell	4,014,068 -1,797,196	-31%	-$97.1M	1.76%	14
2022 Q1	$346M	Sell	5,811,264 -119,100	-2%	-$6.99M	2.57%	8
2021 Q4	$378M	Sell	5,930,364 -1,135,788	-16%	-$71.2M	2.64%	7
2021 Q3	$311M	Buy	7,066,152 +855,180	+14%	+$51.7M	2.55%	9
2021 Q2	$369M	Sell	6,210,972 -485,576	-7%	-$28.1M	2.62%	7
2021 Q1	$346M	Hold	6,696,548	–	–	2.63%	8
2020 Q4	$346M	Sell	6,696,548 -369,604	-5%	-$17.9M	2.63%	8
2020 Q3	$311M	Sell	7,066,152 -269,884	-4%	-$11.8M	2.55%	9
2020 Q2	$301M	Sell	7,336,036 -320,812	-4%	-$12.3M	2.52%	9
2020 Q1	$252M	Buy	7,656,848 +318,748	+4%	+$13.2M	2.33%	9
2019 Q4	$327M	Sell	7,338,100 -37,336	-0.5%	-$1.6M	2.48%	9
2019 Q3	$309M	Buy	7,375,436 +55,288	+0.8%	+$2.31M	2.47%	9
2019 Q2	$306M	Buy	7,320,148 +28,000	+0.4%	+$1.15M	2.49%	9
2019 Q1	$293M	Buy	7,292,148 +137,740	+2%	+$5.3M	2.46%	9
2018 Q4	$247M	Sell	7,154,408 -1,100,504	-13%	-$41.3M	2.28%	9
2018 Q3	$339M	Buy	8,254,912 +51,764	+0.6%	+$2.11M	2.77%	6
2018 Q2	$323M	Buy	8,203,148 +238,264	+3%	+$9.35M	2.76%	9
2018 Q1	$307M	Buy	7,964,884 +219,564	+3%	+$8.65M	3.34%	7
2017 Q4	$300M	Buy	7,745,320 +268,832	+4%	+$10.1M	3.41%	6
2017 Q3	$275M	Buy	7,476,488 +135,556	+2%	+$4.89M	3.4%	6
2017 Q2	$262M	Buy	+7,340,932	New	+$259M	3.5%	6
2014 Q2	–	Sell	-412	Closed	-$12K	–	117
2014 Q1	$12K	Sell	412 -672	-62%	-$18.6K	﹤0.01%	108
2013 Q4	$30K	Sell	1,084 -228	-17%	-$6.07K	﹤0.01%	83
2013 Q3	$34K	Buy	1,312 +512	+64%	+$12.8K	﹤0.01%	88
2013 Q2	$19K	Buy	+800	New	+$19K	﹤0.01%	92

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TD Ameritrade Investment Management's VO Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Vanguard Mid-Cap ETF (VO) in Q3 2023, closing a stake of 3,200,576 shares — an estimated $176M sold.

TD Ameritrade Investment Management first reported a position in VO in Q2 2013 and held it in 29 quarters. The position peaked at $378M in Q4 2021. 1,649 funds tracked by Wall St. Rank hold VO as of Q3 2023.

TD Ameritrade Investment Management reported no remaining Vanguard Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 3,200,576 Vanguard Mid-Cap ETF shares in Q3 2023, an estimated $176M.
TD Ameritrade Investment Management first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and held it in 29 quarters.
TD Ameritrade Investment Management's Vanguard Mid-Cap ETF position peaked at $378M in Q4 2021.
1,649 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.