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Fusion Family Wealth’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Fusion Family Wealth’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
2017
Q3 		– Sell
-175
Closed -$21K – 298
2017
Q2 		$21K Hold
175
– – 0.01% 173
2017
Q1 		$20K Buy
+175
New +$19.5K 0.01% 168

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fusion Family Wealth's VOT Position: Q3 2017 in Review

Fusion Family Wealth sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2017, closing a stake of 175 shares — an estimated $21K sold.

Fusion Family Wealth first reported a position in VOT in Q1 2017 and held it in 2 quarters. The position peaked at $21K in Q2 2017. 303 funds tracked by Wall St. Rank hold VOT as of Q3 2017.

  • Fusion Family Wealth reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2017 after selling out during the quarter.
  • Fusion Family Wealth sold 175 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2017, an estimated $21K.
  • Fusion Family Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2017 and held it in 2 quarters.
  • Fusion Family Wealth's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $21K in Q2 2017.
  • 303 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2017.

Based on Fusion Family Wealth's 13F filing for Q3 2017, filed 30 Oct 2017.