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First Long Island Investors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

First Long Island Investors’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
Q4 		– Sell
-2,916
Closed -$416K – 80
2018
Q3 		$416K Buy
+2,916
New +$408K 0.05% 59

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Long Island Investors's VOT Position: Q4 2018 in Review

First Long Island Investors sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2018, closing a stake of 2,916 shares — an estimated $416K sold.

First Long Island Investors first reported a position in VOT in Q3 2018 and held it in 1 quarter. The position peaked at $416K in Q3 2018. 387 funds tracked by Wall St. Rank hold VOT as of Q4 2018.

  • First Long Island Investors reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2018 after selling out during the quarter.
  • First Long Island Investors sold 2,916 Vanguard Mid-Cap Growth ETF shares in Q4 2018, an estimated $416K.
  • First Long Island Investors first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2018 and held it in 1 quarter.
  • First Long Island Investors's Vanguard Mid-Cap Growth ETF position peaked at $416K in Q3 2018.
  • 387 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2018.

Based on First Long Island Investors's 13F filing for Q4 2018, filed 11 Feb 2019.