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Threshold Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Threshold Group’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 		$789K Hold
21,476
– – 0.63% 27
2017
Q2 		$765K Buy
21,476
+400
+2% +$14.1K 0.68% 22
2017
Q1 		$734K Hold
21,076
– – 0.71% 25
2016
Q4 		$694K Buy
+21,076
New +$682K 0.61% 29

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

Threshold Group's VO Position: Q3 2017 in Review

Threshold Group held its Vanguard Mid-Cap ETF (VO) position steady in Q3 2017 at 21,476 shares worth $789K. The position accounts for 0.63% of the portfolio, ranked #27.

Threshold Group first reported a position in VO in Q4 2016 and has held it in 4 quarters since. 642 funds tracked by Wall St. Rank hold VO as of Q3 2017.

  • Threshold Group held 21,476 shares of Vanguard Mid-Cap ETF worth $789K as of Q3 2017.
  • Threshold Group left its Vanguard Mid-Cap ETF share count unchanged in Q3 2017.
  • Vanguard Mid-Cap ETF made up 0.63% of Threshold Group's portfolio in Q3 2017, its #27 holding.
  • Threshold Group first reported a position in Vanguard Mid-Cap ETF in Q4 2016 and has held it in 4 quarters since.
  • 642 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2017.

Based on Threshold Group's 13F filing for Q3 2017, filed 14 Nov 2017.