Wisconsin Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Wisconsin Capital Management’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
2014 Q4	$239K	Hold	7,740	–	–	0.09%	119
2014 Q3	$227K	Sell	7,740 -1,000	-11%	-$29.7K	0.08%	110
2014 Q2	$259K	Hold	8,740	–	–	0.1%	105
2014 Q1	$248K	Hold	8,740	–	–	0.1%	104
2013 Q4	$240K	Hold	8,740	–	–	0.09%	98
2013 Q3	$224K	Hold	8,740	–	–	0.1%	97
2013 Q2	$208K	Buy	+8,740	New	+$207K	0.09%	95

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wisconsin Capital Management's VO Position: Q4 2014 in Review

Wisconsin Capital Management held its Vanguard Mid-Cap ETF (VO) position steady in Q4 2014 at 7,740 shares worth $239K. The position accounts for 0.09% of the portfolio, ranked #119.

Wisconsin Capital Management first reported a position in VO in Q2 2013 and has held it in 7 quarters since. The position peaked at $259K in Q2 2014. 363 funds tracked by Wall St. Rank hold VO as of Q4 2014.

Wisconsin Capital Management held 7,740 shares of Vanguard Mid-Cap ETF worth $239K as of Q4 2014.
Wisconsin Capital Management left its Vanguard Mid-Cap ETF share count unchanged in Q4 2014.
Vanguard Mid-Cap ETF made up 0.09% of Wisconsin Capital Management's portfolio in Q4 2014, its #119 holding.
Wisconsin Capital Management first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 7 quarters since.
Wisconsin Capital Management's Vanguard Mid-Cap ETF position peaked at $259K in Q2 2014.
363 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2014.

Based on Wisconsin Capital Management's 13F filing for Q4 2014, filed 11 Feb 2015.