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

Wall Capital 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
2019 Q2	–	Sell	-87,708	Closed	-$3.52M	–	24
2019 Q1	$3.52M	Hold	87,708	–	–	1.88%	5
2018 Q4	$3.03M	Hold	87,708	–	–	1.8%	5
2018 Q3	$3.6M	Hold	87,708	–	–	1.85%	5
2018 Q2	$3.46M	Hold	87,708	–	–	1.91%	15
2018 Q1	$3.38M	Hold	87,708	–	–	1.95%	15
2017 Q4	$3.39M	Hold	87,708	–	–	2.15%	13
2017 Q3	$3.22M	Hold	87,708	–	–	2.08%	14
2017 Q2	$3.13M	Hold	87,708	–	–	2.12%	14
2017 Q1	$3.05M	Buy	+87,708	New	+$3.01M	2.42%	13

Other funds holding VO

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Wall Capital Group's VO Position: Q2 2019 in Review

Wall Capital Group sold out of Vanguard Mid-Cap ETF (VO) in Q2 2019, closing a stake of 87,708 shares — an estimated $3.52M sold.

Wall Capital Group first reported a position in VO in Q1 2017 and held it in 9 quarters. The position peaked at $3.6M in Q3 2018. 889 funds tracked by Wall St. Rank hold VO as of Q2 2019.

Wall Capital Group reported no remaining Vanguard Mid-Cap ETF position as of Q2 2019 after selling out during the quarter.
Wall Capital Group sold 87,708 Vanguard Mid-Cap ETF shares in Q2 2019, an estimated $3.52M.
Wall Capital Group first reported a position in Vanguard Mid-Cap ETF in Q1 2017 and held it in 9 quarters.
Wall Capital Group's Vanguard Mid-Cap ETF position peaked at $3.6M in Q3 2018.
889 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2019.

Based on Wall Capital Group's 13F filing for Q2 2019, filed 25 Jul 2019.