Wealthfront’s Vanguard Mid-Cap ETF VO Stock Holding History

Wealthfront’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 Q3	$289K	Sell	7,044 -2,300	-25%	-$93.9K	﹤0.01%	449
2018 Q2	$368K	Sell	9,344 -256	-3%	-$10K	﹤0.01%	410
2018 Q1	$370K	Sell	9,600 -1,280	-12%	-$50.4K	﹤0.01%	411
2017 Q4	$421K	Sell	10,880 -96	-0.9%	-$3.62K	﹤0.01%	385
2017 Q3	$403K	Buy	10,976 +780	+8%	+$28.1K	0.01%	371
2017 Q2	$363K	Buy	+10,196	New	+$360K	0.01%	347
2016 Q4	–	Sell	-11,300	Closed	-$366K	–	400
2016 Q3	$366K	Buy	+11,300	New	+$363K	0.01%	242
2016 Q1	–	Sell	-6,816	Closed	-$205K	–	358
2015 Q4	$205K	Buy	6,816 +2,612	+62%	+$79.7K	0.01%	288
2015 Q3	$123K	Sell	4,204 -1,276	-23%	-$39.8K	﹤0.01%	367
2015 Q2	$175K	Buy	5,480 +5,152	+1,571%	+$167K	0.01%	289
2015 Q1	$11K	Buy	+328	New	+$10.3K	﹤0.01%	624

Other funds holding VO

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

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

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

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

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

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

Wealthfront's VO Position: Q3 2018 in Review

Wealthfront reduced its Vanguard Mid-Cap ETF (VO) stake by 25% in Q3 2018, selling an estimated $93.9K and leaving 7,044 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Wealthfront first reported a position in VO in Q1 2015 and has held it in 11 quarters since. The position peaked at $421K in Q4 2017. 770 funds tracked by Wall St. Rank hold VO as of Q3 2018.

Wealthfront held 7,044 shares of Vanguard Mid-Cap ETF worth $289K as of Q3 2018.
Wealthfront sold 2,300 Vanguard Mid-Cap ETF shares in Q3 2018, an estimated $93.9K.
Vanguard Mid-Cap ETF made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #449 holding.
Wealthfront first reported a position in Vanguard Mid-Cap ETF in Q1 2015 and has held it in 11 quarters since.
Wealthfront's Vanguard Mid-Cap ETF position peaked at $421K in Q4 2017.
770 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.