Ancora Family Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Ancora Family Wealth Advisors’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	$625K	Buy	41,520 +136	+0.3%	+$1.97K	0.21%	115
2016 Q2	$554K	Buy	41,384 +1,344	+3%	+$18.1K	0.21%	115
2016 Q1	$548K	Buy	40,040 +144	+0.4%	+$1.84K	0.22%	115
2015 Q4	$540K	Buy	39,896 +152	+0.4%	+$2.07K	0.23%	118
2015 Q3	$497K	Buy	+39,744	New	+$522K	0.21%	120

Other funds holding VGT

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

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Ancora Family Wealth Advisors's VGT Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Vanguard Information Technology ETF (VGT) stake by 0.33% in Q3 2016, buying an estimated $1.97K and bringing the position to 41,520 shares worth $625K. The position accounts for 0.21% of the portfolio, ranked #115.

Ancora Family Wealth Advisors first reported a position in VGT in Q3 2015 and has held it in 5 quarters since. 309 funds tracked by Wall St. Rank hold VGT as of Q3 2016.

Ancora Family Wealth Advisors held 41,520 shares of Vanguard Information Technology ETF worth $625K as of Q3 2016.
Ancora Family Wealth Advisors bought 136 Vanguard Information Technology ETF shares in Q3 2016, an estimated $1.97K.
Vanguard Information Technology ETF made up 0.21% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #115 holding.
Ancora Family Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q3 2015 and has held it in 5 quarters since.
309 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.