DBRC
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D.B. Root & Company’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

D.B. Root & Company’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
2018
Q4 		– Sell
-4,106
Closed -$585K – 216
2018
Q3 		$585K Hold
4,106
– – 0.26% 115
2018
Q2 		$552K Buy
4,106
+1,521
+59% +$202K 0.26% 126
2018
Q1 		$335K Buy
+2,585
New +$340K 0.18% 150

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

D.B. Root & Company's VOT Position: Q4 2018 in Review

D.B. Root & Company sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2018, closing a stake of 4,106 shares — an estimated $585K sold.

D.B. Root & Company first reported a position in VOT in Q1 2018 and held it in 3 quarters. The position peaked at $585K in Q3 2018. 387 funds tracked by Wall St. Rank hold VOT as of Q4 2018.

  • D.B. Root & Company reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2018 after selling out during the quarter.
  • D.B. Root & Company sold 4,106 Vanguard Mid-Cap Growth ETF shares in Q4 2018, an estimated $585K.
  • D.B. Root & Company first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2018 and held it in 3 quarters.
  • D.B. Root & Company's Vanguard Mid-Cap Growth ETF position peaked at $585K in Q3 2018.
  • 387 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2018.

Based on D.B. Root & Company's 13F filing for Q4 2018, filed 24 Jan 2019.