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Emerson Investment Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Emerson Investment 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
2014
Q4 		– Sell
-124
Closed -$12K – 195
2014
Q3 		$12K Buy
+124
New +$12K ﹤0.01% 188

Other funds holding VOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 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

Emerson Investment Management's VOT Position: Q4 2014 in Review

Emerson Investment Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2014, closing a stake of 124 shares — an estimated $12K sold.

Emerson Investment Management first reported a position in VOT in Q3 2014 and held it in 1 quarter. The position peaked at $12K in Q3 2014. 178 funds tracked by Wall St. Rank hold VOT as of Q4 2014.

  • Emerson Investment Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2014 after selling out during the quarter.
  • Emerson Investment Management sold 124 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2014, an estimated $12K.
  • Emerson Investment Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2014 and held it in 1 quarter.
  • Emerson Investment Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $12K in Q3 2014.
  • 178 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2014.

Based on Emerson Investment Management's 13F filing for Q4 2014, filed 11 Feb 2015.