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Braver Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Braver Wealth 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
2016
Q4 		$692K Buy
6,553
+954
+17% +$100K 0.11% 104
2016
Q3 		$596K Sell
5,599
-120
-2% -$12.7K 0.1% 102
2016
Q2 		$583K Buy
5,719
+612
+12% +$61.8K 0.1% 92
2016
Q1 		$512K Buy
+5,107
New +$477K 0.08% 103

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
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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Braver Wealth Management's VOT Position: Q4 2016 in Review

Braver Wealth Management increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 17% in Q4 2016, buying an estimated $100K and bringing the position to 6,553 shares worth $692K. The position accounts for 0.11% of the portfolio, ranked #104.

Braver Wealth Management first reported a position in VOT in Q1 2016 and has held it in 4 quarters since. 257 funds tracked by Wall St. Rank hold VOT as of Q4 2016.

  • Braver Wealth Management held 6,553 shares of Vanguard Mid-Cap Growth ETF worth $692K as of Q4 2016.
  • Braver Wealth Management bought 954 Vanguard Mid-Cap Growth ETF shares in Q4 2016, an estimated $100K.
  • Vanguard Mid-Cap Growth ETF made up 0.11% of Braver Wealth Management's portfolio in Q4 2016, its #104 holding.
  • Braver Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2016 and has held it in 4 quarters since.
  • 257 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.