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

TD Ameritrade Trust’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
2017
Q3 		– Sell
-259,768
Closed -$8M – 49
2017
Q2 		$8M Buy
+259,768
New +$9.18M 2.2% 20
2016
Q2 		– Sell
-261,428
Closed -$7.92M – 45
2016
Q1 		$7.92M Sell
261,428
-5,332
-2% -$151K 2.22% 20
2015
Q4 		$8.01M Buy
266,760
+4,492
+2% +$137K 2.32% 18
2015
Q3 		$7.65M Buy
262,268
+7,064
+3% +$220K 2.26% 18
2015
Q2 		$8.13M Buy
255,204
+1,100
+0.4% +$35.7K 2.19% 18
2015
Q1 		$8.43M Sell
254,104
-4,600
-2% -$145K 1.95% 21
2014
Q4 		$8.06M Buy
+258,704
New +$7.8M 1.96% 20

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TD Ameritrade Trust's VO Position: Q3 2017 in Review

TD Ameritrade Trust sold out of Vanguard Mid-Cap ETF (VO) in Q3 2017, closing a stake of 259,768 shares — an estimated $8M sold.

TD Ameritrade Trust first reported a position in VO in Q4 2014 and held it in 7 quarters. The position peaked at $8.43M in Q1 2015. 641 funds tracked by Wall St. Rank hold VO as of Q3 2017.

  • TD Ameritrade Trust reported no remaining Vanguard Mid-Cap ETF position as of Q3 2017 after selling out during the quarter.
  • TD Ameritrade Trust sold 259,768 Vanguard Mid-Cap ETF shares in Q3 2017, an estimated $8M.
  • TD Ameritrade Trust first reported a position in Vanguard Mid-Cap ETF in Q4 2014 and held it in 7 quarters.
  • TD Ameritrade Trust's Vanguard Mid-Cap ETF position peaked at $8.43M in Q1 2015.
  • 641 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2017.

Based on TD Ameritrade Trust's 13F filing for Q3 2017, filed 21 Nov 2017.