Wall Capital Group’s Vanguard Morningstar 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 $1.55T AUM 33.47% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Wall Capital Group sold out of Vanguard Morningstar 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 Morningstar Mid-Cap ETF position as of Q2 2019 after selling out during the quarter.
Wall Capital Group sold 87,708 Vanguard Morningstar Mid-Cap ETF shares in Q2 2019, an estimated $3.52M.
Wall Capital Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2017 and held it in 9 quarters.
Wall Capital Group's Vanguard Morningstar Mid-Cap ETF position peaked at $3.6M in Q3 2018.
889 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2019.

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