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WealthShield’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

WealthShield’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
Q4 		$872K Buy
+22,396
New +$845K 0.53% 37

Other funds holding VO

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $1.81T AUM 41.13% 1-Year Est. Return

WealthShield's VO Position: Q4 2017 in Review

WealthShield opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2017: 22,396 shares worth $872K. The stake represents 0.53% of the portfolio and ranks #37 among its holdings.

749 funds tracked by Wall St. Rank hold VO as of Q4 2017.

  • WealthShield held 22,396 shares of Vanguard Morningstar Mid-Cap ETF worth $872K as of Q4 2017.
  • Vanguard Morningstar Mid-Cap ETF was a new WealthShield position in Q4 2017.
  • Vanguard Morningstar Mid-Cap ETF made up 0.53% of WealthShield's portfolio in Q4 2017, its #37 holding.
  • 749 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.