HL Financial Services’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

HL Financial Services’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
2019 Q1	$675K	Buy	+4,728	New	+$636K	0.01%	444
2017 Q2	–	Sell	-2,123	Closed	-$240K	–	695
2017 Q1	$240K	Sell	2,123 -102	-5%	-$11.3K	﹤0.01%	612
2016 Q4	$235K	Buy	2,225 +7	+0.3%	+$734	0.01%	611
2016 Q3	$236K	Sell	2,218 -187	-8%	-$19.8K	0.01%	593
2016 Q2	$245K	Buy	2,405 +3	+0.1%	+$303	0.01%	581
2016 Q1	$241K	Buy	2,402 +3	+0.1%	+$280	0.01%	571
2015 Q4	$239K	Sell	2,399 -683	-22%	-$69.2K	0.01%	577
2015 Q3	$300K	Sell	3,082 -1,170	-28%	-$122K	0.01%	525
2015 Q2	$453K	Buy	4,252 +2,378	+127%	+$258K	0.01%	474
2015 Q1	$202K	Buy	+1,874	New	+$195K	0.01%	659

Other funds holding VOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HL Financial Services's VOT Position: Q1 2019 in Review

HL Financial Services opened a new position in Vanguard Mid-Cap Growth ETF (VOT) in Q1 2019: 4,728 shares worth $675K. The stake represents 0.01% of the portfolio and ranks #444 among its holdings. This is a return to the name: HL Financial Services previously reported a position in VOT as recently as Q1 2017.

HL Financial Services first reported a position in VOT in Q1 2015 and has held it in 10 quarters since. 405 funds tracked by Wall St. Rank hold VOT as of Q1 2019.

HL Financial Services held 4,728 shares of Vanguard Mid-Cap Growth ETF worth $675K as of Q1 2019.
Vanguard Mid-Cap Growth ETF was a new HL Financial Services position in Q1 2019.
Vanguard Mid-Cap Growth ETF made up 0.01% of HL Financial Services's portfolio in Q1 2019, its #444 holding.
HL Financial Services first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2015 and has held it in 10 quarters since.
405 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.