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Donaldson Capital Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Donaldson Capital Management’s Portfolio VOOG Stock Details VOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-20,280
Closed -$369K – 157
2016
Q3 		$369K Buy
+20,280
New +$368K 0.05% 104

Other funds holding VOOG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $785M AUM 27.95% 1-Year Est. Return

Donaldson Capital Management's VOOG Position: Q4 2016 in Review

Donaldson Capital Management sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q4 2016, closing a stake of 20,280 shares — an estimated $369K sold.

Donaldson Capital Management first reported a position in VOOG in Q3 2016 and held it in 1 quarter. The position peaked at $369K in Q3 2016. 72 funds tracked by Wall St. Rank hold VOOG as of Q4 2016.

  • Donaldson Capital Management reported no remaining Vanguard S&P 500 Growth ETF position as of Q4 2016 after selling out during the quarter.
  • Donaldson Capital Management sold 20,280 Vanguard S&P 500 Growth ETF shares in Q4 2016, an estimated $369K.
  • Donaldson Capital Management first reported a position in Vanguard S&P 500 Growth ETF in Q3 2016 and held it in 1 quarter.
  • Donaldson Capital Management's Vanguard S&P 500 Growth ETF position peaked at $369K in Q3 2016.
  • 72 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2016.

Based on Donaldson Capital Management's 13F filing for Q4 2016, filed 13 Feb 2017.