Thompson Siegel & Walmsley’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Thompson Siegel & Walmsley’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
2019 Q3	–	Sell	-280	Closed	-$12K	–	765
2019 Q2	$12K	Sell	280 -560	-67%	-$22.9K	﹤0.01%	636
2019 Q1	$34K	Buy	840 +560	+200%	+$21.5K	﹤0.01%	527
2018 Q4	$10K	Buy	+280	New	+$10.5K	﹤0.01%	643

Other funds holding VO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Thompson Siegel & Walmsley's VO Position: Q3 2019 in Review

Thompson Siegel & Walmsley sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2019, closing a stake of 280 shares — an estimated $12K sold.

Thompson Siegel & Walmsley first reported a position in VO in Q4 2018 and held it in 3 quarters. The position peaked at $34K in Q1 2019. 888 funds tracked by Wall St. Rank hold VO as of Q3 2019.

Thompson Siegel & Walmsley reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q3 2019 after selling out during the quarter.
Thompson Siegel & Walmsley sold 280 Vanguard Morningstar Mid-Cap ETF shares in Q3 2019, an estimated $12K.
Thompson Siegel & Walmsley first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and held it in 3 quarters.
Thompson Siegel & Walmsley's Vanguard Morningstar Mid-Cap ETF position peaked at $34K in Q1 2019.
888 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2019.

Based on Thompson Siegel & Walmsley's 13F filing for Q3 2019, filed 12 Nov 2019.