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Edge Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Edge Advisors’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
Q2 		$187K Buy
1,396
+689
+97% +$91.5K 0.02% 323
2018
Q1 		$91K Buy
707
+132
+23% +$17.3K 0.01% 422
2017
Q4 		$73K Buy
575
+195
+51% +$24.5K 0.01% 455
2017
Q3 		$46K Buy
+380
New +$45.3K 0.01% 516

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Edge Advisors's VOT Position: Q2 2018 in Review

Edge Advisors increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 97% in Q2 2018, buying an estimated $91.5K and bringing the position to 1,396 shares worth $187K. The position accounts for 0.02% of the portfolio, ranked #323.

Edge Advisors first reported a position in VOT in Q3 2017 and has held it in 4 quarters since. 359 funds tracked by Wall St. Rank hold VOT as of Q2 2018.

  • Edge Advisors held 1,396 shares of Vanguard Mid-Cap Growth ETF worth $187K as of Q2 2018.
  • Edge Advisors bought 689 Vanguard Mid-Cap Growth ETF shares in Q2 2018, an estimated $91.5K.
  • Vanguard Mid-Cap Growth ETF made up 0.02% of Edge Advisors's portfolio in Q2 2018, its #323 holding.
  • Edge Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2017 and has held it in 4 quarters since.
  • 359 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.