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Winslow Evans & Crocker’s Vanguard Mid-Cap ETF VO Stock Holding History

Winslow Evans & Crocker’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
Q4 		$825K Buy
15,960
+10,556
+195% +$511K 0.16% 147
2020
Q3 		$238K Sell
5,404
-160
-3% -$6.97K 0.06% 251
2020
Q2 		$228K Sell
5,564
-2,724
-33% -$104K 0.06% 254
2020
Q1 		$276K Sell
8,288
-1,976
-19% -$81.8K 0.09% 205
2019
Q4 		$460K Buy
10,264
+80
+0.8% +$3.44K 0.12% 185
2019
Q3 		$430K Sell
10,184
-184
-2% -$7.69K 0.12% 187
2019
Q2 		$436K Buy
10,368
+1,024
+11% +$41.9K 0.12% 189
2019
Q1 		$378K Buy
9,344
+1,288
+16% +$49.5K 0.11% 200
2018
Q4 		$280K Sell
8,056
-832
-9% -$31.2K 0.09% 213
2018
Q3 		$366K Buy
8,888
+720
+9% +$29.4K 0.11% 189
2018
Q2 		$324K Buy
8,168
+416
+5% +$16.3K 0.1% 193
2018
Q1 		$299K Sell
7,752
-1,864
-19% -$73.4K 0.1% 201
2017
Q4 		$372K Buy
9,616
+264
+3% +$9.96K 0.12% 181
2017
Q3 		$344K Sell
9,352
-12,748
-58% -$460K 0.11% 192
2017
Q2 		$787K Buy
22,100
+1,012
+5% +$35.8K 0.22% 108
2017
Q1 		$734K Buy
21,088
+4,240
+25% +$146K 0.23% 96
2016
Q4 		$554K Buy
16,848
+1,160
+7% +$37.6K 0.17% 130
2016
Q3 		$507K Buy
15,688
+200
+1% +$6.42K 0.15% 150
2016
Q2 		$478K Buy
15,488
+5,768
+59% +$176K 0.14% 150
2016
Q1 		$295K Sell
9,720
-264
-3% -$7.47K 0.09% 210
2015
Q4 		$300K Hold
9,984
– – 0.09% 226
2015
Q3 		$291K Sell
9,984
-264
-3% -$8.23K 0.09% 221
2015
Q2 		$326K Buy
10,248
+160
+2% +$5.19K 0.09% 227
2015
Q1 		$334K Buy
10,088
+120
+1% +$3.77K 0.09% 222
2014
Q4 		$308K Sell
9,968
-96
-1% -$2.89K 0.09% 227
2014
Q3 		$295K Buy
10,064
+9,344
+1,298% +$277K 0.08% 244
2014
Q2 		$21.4K Hold
720
– – 0.01% 661
2014
Q1 		$20.4K Buy
720
+500
+227% +$13.9K 0.01% 668
2013
Q4 		$6K Buy
+220
New +$5.86K ﹤0.01% 1098

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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Winslow Evans & Crocker's VO Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Vanguard Mid-Cap ETF (VO) stake by 195% in Q4 2020, buying an estimated $511K and bringing the position to 15,960 shares worth $825K. The position accounts for 0.16% of the portfolio, ranked #147.

Winslow Evans & Crocker first reported a position in VO in Q4 2013 and has held it in 29 quarters since. 1,220 funds tracked by Wall St. Rank hold VO as of Q4 2020.

  • Winslow Evans & Crocker held 15,960 shares of Vanguard Mid-Cap ETF worth $825K as of Q4 2020.
  • Winslow Evans & Crocker bought 10,556 Vanguard Mid-Cap ETF shares in Q4 2020, an estimated $511K.
  • Vanguard Mid-Cap ETF made up 0.16% of Winslow Evans & Crocker's portfolio in Q4 2020, its #147 holding.
  • Winslow Evans & Crocker first reported a position in Vanguard Mid-Cap ETF in Q4 2013 and has held it in 29 quarters since.
  • 1,220 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.