WFG
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Wills Financial Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Wills Financial 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
2020
Q1 		– Sell
-12,704
Closed -$566K – 61
2019
Q4 		$566K Sell
12,704
-48
-0.4% -$2.06K 0.33% 47
2019
Q3 		$534K Buy
12,752
+48
+0.4% +$2.01K 0.34% 44
2019
Q2 		$531K Buy
12,704
+128
+1% +$5.24K 0.35% 45
2019
Q1 		$505K Buy
12,576
+3,432
+38% +$132K 0.34% 45
2018
Q4 		$315K Sell
9,144
-88
-1% -$3.3K 0.24% 51
2018
Q3 		$379K Hold
9,232
– – 0.25% 57
2018
Q2 		$363K Buy
9,232
+4
+0% +$157 0.26% 55
2018
Q1 		$355K Sell
9,228
-1,856
-17% -$73.1K 0.26% 59
2017
Q4 		$428K Sell
11,084
-20
-0.2% -$755 0.3% 58
2017
Q3 		$408K Buy
11,104
+180
+2% +$6.49K 0.3% 57
2017
Q2 		$389K Buy
10,924
+96
+0.9% +$3.39K 0.29% 59
2017
Q1 		$377K Buy
10,828
+80
+0.7% +$2.75K 0.29% 58
2016
Q4 		$354K Buy
10,748
+1,620
+18% +$52.4K 0.29% 56
2016
Q3 		$295K Buy
9,128
+568
+7% +$18.2K 0.26% 58
2016
Q2 		$265K Buy
8,560
+980
+13% +$29.9K 0.22% 62
2016
Q1 		$229K Hold
7,580
– – 0.2% 65
2015
Q4 		$227K Buy
+7,580
New +$231K 0.2% 70
2015
Q3 		– Sell
-6,400
Closed -$203K – 84
2015
Q2 		$203K Hold
6,400
– – 0.17% 72
2015
Q1 		$212K Buy
+6,400
New +$201K 0.17% 72

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wills Financial Group's VO Position: Q1 2020 in Review

Wills Financial Group sold out of Vanguard Mid-Cap ETF (VO) in Q1 2020, closing a stake of 12,704 shares — an estimated $566K sold.

Wills Financial Group first reported a position in VO in Q1 2015 and held it in 19 quarters. The position peaked at $566K in Q4 2019. 986 funds tracked by Wall St. Rank hold VO as of Q1 2020.

  • Wills Financial Group reported no remaining Vanguard Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Wills Financial Group sold 12,704 Vanguard Mid-Cap ETF shares in Q1 2020, an estimated $566K.
  • Wills Financial Group first reported a position in Vanguard Mid-Cap ETF in Q1 2015 and held it in 19 quarters.
  • Wills Financial Group's Vanguard Mid-Cap ETF position peaked at $566K in Q4 2019.
  • 986 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2020.

Based on Wills Financial Group's 13F filing for Q1 2020, filed 12 May 2020.