Advantage Investment Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Advantage Investment Management’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-106	Closed	-$11K	–	906
2015 Q2	$11K	Sell	106 -8,368	-99%	-$906K	0.01%	582
2015 Q1	$915K	Buy	+8,474	New	+$883K	0.52%	44

Other funds holding VOT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AIA

Arrow Investment Advisors Laurel, Maryland $103M AUM 13.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Advantage Investment Management's VOT Position: Q3 2015 in Review

Advantage Investment Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2015, closing a stake of 106 shares — an estimated $11K sold.

Advantage Investment Management first reported a position in VOT in Q1 2015 and held it in 2 quarters. The position peaked at $915K in Q1 2015. 201 funds tracked by Wall St. Rank hold VOT as of Q3 2015.

Advantage Investment Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2015 after selling out during the quarter.
Advantage Investment Management sold 106 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2015, an estimated $11K.
Advantage Investment Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2015 and held it in 2 quarters.
Advantage Investment Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $915K in Q1 2015.
201 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2015.

Based on Advantage Investment Management's 13F filing for Q3 2015, filed 27 Mar 2017.