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

Exchange 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
2014
Q4 		– Sell
-176
Closed -$17.4K – 398
2014
Q3 		$17K Buy
+176
New +$17.1K 0.01% 138

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

Exchange Capital Management's VOT Position: Q4 2014 in Review

Exchange Capital Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2014, closing a stake of 176 shares — an estimated $17.4K sold.

Exchange Capital Management first reported a position in VOT in Q3 2014 and held it in 1 quarter. The position peaked at $17K in Q3 2014. 178 funds tracked by Wall St. Rank hold VOT as of Q4 2014.

  • Exchange Capital Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2014 after selling out during the quarter.
  • Exchange Capital Management sold 176 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2014, an estimated $17.4K.
  • Exchange Capital Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2014 and held it in 1 quarter.
  • Exchange Capital Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $17K in Q3 2014.
  • 178 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2014.

Based on Exchange Capital Management's 13F filing for Q4 2014, filed 2 Feb 2015.