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DT Investment Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

DT Investment Partners’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
Q3 		– Sell
-5,331
Closed -$568K – 118
2015
Q2 		$568K Buy
+5,331
New +$577K 0.15% 73

Other funds holding VOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $103M AUM 13.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

DT Investment Partners's VOT Position: Q3 2015 in Review

DT Investment Partners sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2015, closing a stake of 5,331 shares — an estimated $568K sold.

DT Investment Partners first reported a position in VOT in Q2 2015 and held it in 1 quarter. The position peaked at $568K in Q2 2015. 201 funds tracked by Wall St. Rank hold VOT as of Q3 2015.

  • DT Investment Partners reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2015 after selling out during the quarter.
  • DT Investment Partners sold 5,331 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2015, an estimated $568K.
  • DT Investment Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2015 and held it in 1 quarter.
  • DT Investment Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $568K in Q2 2015.
  • 201 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2015.

Based on DT Investment Partners's 13F filing for Q3 2015, filed 30 Oct 2015.