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Winfield Associates’s Vanguard Mid-Cap ETF VO Stock Holding History

Winfield Associates’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
Q1 		– Sell
-6,432
Closed -$222K – 130
2018
Q4 		$222K Hold
6,432
– – 0.14% 101
2018
Q3 		$264K Buy
6,432
+748
+13% +$30.5K 0.13% 106
2018
Q2 		$224K Hold
5,684
– – 0.12% 106
2018
Q1 		$219K Hold
5,684
– – 0.12% 109
2017
Q4 		$220K Hold
5,684
– – 0.11% 115
2017
Q3 		$209K Sell
5,684
-200
-3% -$7.21K 0.11% 119
2017
Q2 		$210K Hold
5,884
– – 0.12% 119
2017
Q1 		$205K Sell
5,884
-2,400
-29% -$82.5K 0.12% 120
2016
Q4 		$273K Buy
8,284
+400
+5% +$12.9K 0.17% 99
2016
Q3 		$255K Hold
7,884
– – 0.16% 102
2016
Q2 		$244K Sell
7,884
-2,192
-22% -$67K 0.16% 98
2016
Q1 		$305K Hold
10,076
– – 0.21% 86
2015
Q4 		$303K Buy
10,076
+80
+0.8% +$2.44K 0.2% 87
2015
Q3 		$292K Buy
9,996
+1,600
+19% +$49.9K 0.22% 87
2015
Q2 		$267K Buy
8,396
+1,284
+18% +$41.7K 0.18% 91
2015
Q1 		$236K Buy
7,112
+400
+6% +$12.6K 0.17% 103
2014
Q4 		$207K Sell
6,712
-80
-1% -$2.41K 0.15% 113
2014
Q3 		$199K Buy
6,792
+400
+6% +$11.9K 0.15% 115
2014
Q2 		$189K Buy
6,392
+2,136
+50% +$61K 0.14% 123
2014
Q1 		$121K Buy
4,256
+1,560
+58% +$43.3K 0.1% 138
2013
Q4 		$74K Buy
+2,696
New +$71.8K 0.06% 149

Other funds holding VO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Winfield Associates's VO Position: Q1 2019 in Review

Winfield Associates sold out of Vanguard Mid-Cap ETF (VO) in Q1 2019, closing a stake of 6,432 shares — an estimated $222K sold.

Winfield Associates first reported a position in VO in Q4 2013 and held it in 21 quarters. The position peaked at $305K in Q1 2016. 862 funds tracked by Wall St. Rank hold VO as of Q1 2019.

  • Winfield Associates reported no remaining Vanguard Mid-Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Winfield Associates sold 6,432 Vanguard Mid-Cap ETF shares in Q1 2019, an estimated $222K.
  • Winfield Associates first reported a position in Vanguard Mid-Cap ETF in Q4 2013 and held it in 21 quarters.
  • Winfield Associates's Vanguard Mid-Cap ETF position peaked at $305K in Q1 2016.
  • 862 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2019.

Based on Winfield Associates's 13F filing for Q1 2019, filed 17 Apr 2019.