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Advisor Group’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Advisor Group’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
2019
Q4 		$5.66M Buy
35,643
+1,109
+3% +$169K 0.04% 375
2019
Q3 		$5.12M Buy
34,534
+1,850
+6% +$277K 0.04% 404
2019
Q2 		$4.88M Buy
32,684
+745
+2% +$109K 0.04% 389
2019
Q1 		$4.57M Sell
31,939
-830
-3% -$112K 0.04% 400
2018
Q4 		$3.92M Buy
32,769
+10,515
+47% +$1.35M 0.04% 378
2018
Q3 		$3.17M Sell
22,254
-14,940
-40% -$2.09M 0.03% 475
2018
Q2 		$5M Sell
37,194
-500
-1% -$66.4K 0.07% 245
2018
Q1 		$4.89M Buy
37,694
+21,957
+140% +$2.88M 0.07% 254
2017
Q4 		$2.01M Sell
15,737
-13,036
-45% -$1.64M 0.03% 562
2017
Q3 		$3.5M Buy
28,773
+13,850
+93% +$1.65M 0.06% 323
2017
Q2 		$1.76M Buy
14,923
+3,675
+33% +$427K 0.03% 524
2017
Q1 		$1.27M Buy
11,248
+1,024
+10% +$114K 0.03% 612
2016
Q4 		$1.08M Buy
10,224
+1,543
+18% +$162K 0.02% 631
2016
Q3 		$923K Buy
8,681
+1,478
+21% +$156K 0.02% 665
2016
Q2 		$731K Buy
+7,203
New +$727K 0.02% 733

Other funds holding VOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Advisor Group's VOT Position: Q4 2019 in Review

Advisor Group increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 3.2% in Q4 2019, buying an estimated $169K and bringing the position to 35,643 shares worth $5.66M. The position accounts for 0.04% of the portfolio, ranked #375.

Advisor Group first reported a position in VOT in Q2 2016 and has held it in 15 quarters since. 482 funds tracked by Wall St. Rank hold VOT as of Q4 2019.

  • Advisor Group held 35,643 shares of Vanguard Mid-Cap Growth ETF worth $5.66M as of Q4 2019.
  • Advisor Group bought 1,109 Vanguard Mid-Cap Growth ETF shares in Q4 2019, an estimated $169K.
  • Vanguard Mid-Cap Growth ETF made up 0.04% of Advisor Group's portfolio in Q4 2019, its #375 holding.
  • Advisor Group first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2016 and has held it in 15 quarters since.
  • 482 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.