XML Securities’s Vanguard Mid-Cap ETF VO Stock Holding History

XML Securities’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
2018 Q1	$1.76M	Buy	45,624 +1,248	+3%	+$49.1K	2.18%	14
2017 Q4	$1.72M	Buy	+44,376	New	+$1.68M	2.21%	17

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

XML Securities's VO Position: Q1 2018 in Review

XML Securities increased its Vanguard Mid-Cap ETF (VO) stake by 2.8% in Q1 2018, buying an estimated $49.1K and bringing the position to 45,624 shares worth $1.76M. The position accounts for 2.18% of the portfolio, ranked #14.

XML Securities first reported a position in VO in Q4 2017 and has held it in 2 quarters since. 755 funds tracked by Wall St. Rank hold VO as of Q1 2018.

XML Securities held 45,624 shares of Vanguard Mid-Cap ETF worth $1.76M as of Q1 2018.
XML Securities bought 1,248 Vanguard Mid-Cap ETF shares in Q1 2018, an estimated $49.1K.
Vanguard Mid-Cap ETF made up 2.18% of XML Securities's portfolio in Q1 2018, its #14 holding.
XML Securities first reported a position in Vanguard Mid-Cap ETF in Q4 2017 and has held it in 2 quarters since.
755 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2018.

Based on XML Securities's 13F filing for Q1 2018, filed 17 May 2018.