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

Barber Financial 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
2017
Q4 		– Sell
-76,637
Closed -$9.33M – 139
2017
Q3 		$9.33M Buy
+76,637
New +$9.13M 2.65% 12

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Barber Financial Group's VOT Position: Q4 2017 in Review

Barber Financial Group sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2017, closing a stake of 76,637 shares — an estimated $9.33M sold.

Barber Financial Group first reported a position in VOT in Q3 2017 and held it in 1 quarter. The position peaked at $9.33M in Q3 2017. 346 funds tracked by Wall St. Rank hold VOT as of Q4 2017.

  • Barber Financial Group reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2017 after selling out during the quarter.
  • Barber Financial Group sold 76,637 Vanguard Mid-Cap Growth ETF shares in Q4 2017, an estimated $9.33M.
  • Barber Financial Group first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2017 and held it in 1 quarter.
  • Barber Financial Group's Vanguard Mid-Cap Growth ETF position peaked at $9.33M in Q3 2017.
  • 346 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2017.

Based on Barber Financial Group's 13F filing for Q4 2017, filed 5 Feb 2018.