Visionary Asset Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Visionary Asset 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
2018 Q4	–	Sell	-15,652	Closed	-$645K	–	287
2018 Q3	$645K	Buy	15,652 +1,192	+8%	+$48.6K	0.21%	95
2018 Q2	$570K	Buy	+14,460	New	+$568K	0.19%	95
2014 Q4	–	Sell	-28,016	Closed	-$822K	–	211
2014 Q3	$822K	Sell	28,016 -332	-1%	-$9.86K	0.23%	73
2014 Q2	$841K	Buy	28,348 +17,940	+172%	+$512K	0.2%	72
2014 Q1	$295K	Buy	+10,408	New	+$289K	0.07%	95

Other funds holding VO

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Visionary Asset Management's VO Position: Q4 2018 in Review

Visionary Asset Management sold out of Vanguard Mid-Cap ETF (VO) in Q4 2018, closing a stake of 15,652 shares — an estimated $645K sold.

Visionary Asset Management first reported a position in VO in Q1 2014 and held it in 5 quarters. The position peaked at $841K in Q2 2014. 842 funds tracked by Wall St. Rank hold VO as of Q4 2018.

Visionary Asset Management reported no remaining Vanguard Mid-Cap ETF position as of Q4 2018 after selling out during the quarter.
Visionary Asset Management sold 15,652 Vanguard Mid-Cap ETF shares in Q4 2018, an estimated $645K.
Visionary Asset Management first reported a position in Vanguard Mid-Cap ETF in Q1 2014 and held it in 5 quarters.
Visionary Asset Management's Vanguard Mid-Cap ETF position peaked at $841K in Q2 2014.
842 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2018.

Based on Visionary Asset Management's 13F filing for Q4 2018, filed 11 Jan 2019.