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Donaldson Capital Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Donaldson Capital 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 		– Sell
-2,000
Closed -$213K – 158
2016
Q3 		$213K Buy
+2,000
New +$212K 0.03% 142

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

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

Donaldson Capital Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2016, closing a stake of 2,000 shares — an estimated $213K sold.

Donaldson Capital Management first reported a position in VOT in Q3 2016 and held it in 1 quarter. The position peaked at $213K in Q3 2016. 257 funds tracked by Wall St. Rank hold VOT as of Q4 2016.

  • Donaldson Capital Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2016 after selling out during the quarter.
  • Donaldson Capital Management sold 2,000 Vanguard Mid-Cap Growth ETF shares in Q4 2016, an estimated $213K.
  • Donaldson Capital Management first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2016 and held it in 1 quarter.
  • Donaldson Capital Management's Vanguard Mid-Cap Growth ETF position peaked at $213K in Q3 2016.
  • 257 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2016.

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