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Woodley Farra Manion Portfolio Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Woodley Farra Manion Portfolio 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
2020
Q2 		– Sell
-852
Closed -$28K – 458
2020
Q1 		$28K Hold
852
– – ﹤0.01% 206
2019
Q4 		$38K Buy
+852
New +$36.6K ﹤0.01% 199

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

Woodley Farra Manion Portfolio Management's VO Position: Q2 2020 in Review

Woodley Farra Manion Portfolio Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2020, closing a stake of 852 shares — an estimated $28K sold.

Woodley Farra Manion Portfolio Management first reported a position in VO in Q4 2019 and held it in 2 quarters. The position peaked at $38K in Q4 2019. 1,053 funds tracked by Wall St. Rank hold VO as of Q2 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 852 Vanguard Morningstar Mid-Cap ETF shares in Q2 2020, an estimated $28K.
  • Woodley Farra Manion Portfolio Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and held it in 2 quarters.
  • Woodley Farra Manion Portfolio Management's Vanguard Morningstar Mid-Cap ETF position peaked at $38K in Q4 2019.
  • 1,053 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q2 2020, filed 12 Aug 2020.