WFG Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

WFG Advisors’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 Q2	$2.89M	Buy	81,168 +17,640	+28%	+$623K	0.65%	31
2017 Q1	$2.21M	Buy	63,528 +30,080	+90%	+$1.03M	0.59%	36
2016 Q4	$1.1M	Sell	33,448 -1,172	-3%	-$37.9K	0.27%	97
2016 Q3	$1.12M	Buy	34,620 +2,460	+8%	+$78.9K	0.28%	93
2016 Q2	$994K	Buy	32,160 +2,752	+9%	+$84.1K	0.27%	97
2016 Q1	$891K	Buy	29,408 +3,480	+13%	+$98.4K	0.26%	94
2015 Q4	$779K	Buy	25,928 +6,796	+36%	+$207K	0.23%	106
2015 Q3	$558K	Buy	19,132 +5,752	+43%	+$179K	0.17%	136
2015 Q2	$426K	Buy	13,380 +3,800	+40%	+$123K	0.12%	191
2015 Q1	$318K	Sell	9,580 -8,476	-47%	-$266K	0.09%	241
2014 Q4	$558K	Sell	18,056 -4,936	-21%	-$149K	0.11%	201
2014 Q3	$674K	Buy	22,992 +1,780	+8%	+$52.8K	0.13%	196
2014 Q2	$629K	Sell	21,212 -220	-1%	-$6.28K	0.12%	206
2014 Q1	$609K	Buy	21,432 +14,660	+216%	+$407K	0.12%	202
2013 Q4	$186K	Buy	6,772 +6,244	+1,183%	+$166K	0.03%	538
2013 Q3	$14K	Sell	528 -3,884	-88%	-$97.4K	﹤0.01%	1413
2013 Q2	$105K	Buy	+4,412	New	+$105K	0.02%	653

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

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

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

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

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

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

WFG Advisors's VO Position: Q2 2017 in Review

WFG Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 28% in Q2 2017, buying an estimated $623K and bringing the position to 81,168 shares worth $2.89M. The position accounts for 0.65% of the portfolio, ranked #31.

WFG Advisors first reported a position in VO in Q2 2013 and has held it in 17 quarters since. 637 funds tracked by Wall St. Rank hold VO as of Q2 2017.

WFG Advisors held 81,168 shares of Vanguard Mid-Cap ETF worth $2.89M as of Q2 2017.
WFG Advisors bought 17,640 Vanguard Mid-Cap ETF shares in Q2 2017, an estimated $623K.
Vanguard Mid-Cap ETF made up 0.65% of WFG Advisors's portfolio in Q2 2017, its #31 holding.
WFG Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 17 quarters since.
637 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.