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Berkshire Asset Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Berkshire Asset 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
2017
Q3 		– Sell
-3,500
Closed -$412K – 203
2017
Q2 		$412K Hold
3,500
– – 0.05% 137
2017
Q1 		$395K Hold
3,500
– – 0.05% 142
2016
Q4 		$370K Hold
3,500
– – 0.05% 137
2016
Q3 		$372K Buy
+3,500
New +$370K 0.05% 135

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Berkshire Asset Management's VOT Position: Q3 2017 in Review

Berkshire Asset Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q3 2017, closing a stake of 3,500 shares — an estimated $412K sold.

Berkshire Asset Management first reported a position in VOT in Q3 2016 and held it in 4 quarters. The position peaked at $412K in Q2 2017. 302 funds tracked by Wall St. Rank hold VOT as of Q3 2017.

  • Berkshire Asset Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q3 2017 after selling out during the quarter.
  • Berkshire Asset Management sold 3,500 Vanguard Mid-Cap Growth ETF shares in Q3 2017, an estimated $412K.
  • Berkshire Asset Management first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2016 and held it in 4 quarters.
  • Berkshire Asset Management's Vanguard Mid-Cap Growth ETF position peaked at $412K in Q2 2017.
  • 302 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2017.

Based on Berkshire Asset Management's 13F filing for Q3 2017, filed 30 Oct 2017.