Boston Private Bank & Trust’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Boston Private Bank & Trust’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 Q1	$6K	Hold	60	–	–	﹤0.01%	886
2014 Q4	$6K	Hold	60	–	–	﹤0.01%	951
2014 Q3	$6K	Hold	60	–	–	﹤0.01%	934
2014 Q2	$6K	Hold	60	–	–	﹤0.01%	885
2014 Q1	$6K	Hold	60	–	–	﹤0.01%	914
2013 Q4	$5K	Hold	60	–	–	﹤0.01%	934
2013 Q3	$5K	Buy	+60	New	+$4.97K	﹤0.01%	876

Other funds holding VOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Boston Private Bank & Trust's VOT Position: Q1 2015 in Review

Boston Private Bank & Trust held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q1 2015 at 60 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Boston Private Bank & Trust first reported a position in VOT in Q3 2013 and has held it in 7 quarters since. 201 funds tracked by Wall St. Rank hold VOT as of Q1 2015.

Boston Private Bank & Trust held 60 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $6K as of Q1 2015.
Boston Private Bank & Trust left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q1 2015.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #886 holding.
Boston Private Bank & Trust first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2013 and has held it in 7 quarters since.
201 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.