IberiaBank’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

IberiaBank’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
2020 Q2	$676K	Sell	4,093 -1,615	-28%	-$244K	0.08%	143
2020 Q1	$723K	Sell	5,708 -201	-3%	-$30.5K	0.1%	127
2019 Q4	$938K	Buy	5,909 +37	+0.6%	+$5.64K	0.1%	134
2019 Q3	$870K	Sell	5,872 -64	-1%	-$9.59K	0.1%	134
2019 Q2	$886K	Sell	5,936 -179	-3%	-$26.1K	0.1%	136
2019 Q1	$873K	Sell	6,115 -585	-9%	-$78.7K	0.1%	139
2018 Q4	$802K	Buy	6,700 +411	+7%	+$52.8K	0.1%	143
2018 Q3	$896K	Buy	6,289 +2,928	+87%	+$410K	0.11%	153
2018 Q2	$452K	Buy	+3,361	New	+$446K	0.08%	177
2018 Q1	–	Sell	-8,273	Closed	-$1.08M	–	251
2017 Q4	$1.08M	Sell	8,273 -1,047	-11%	-$131K	0.17%	136
2017 Q3	$1.15M	Buy	+9,320	New	+$1.11M	0.19%	128

Other funds holding VOT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

IberiaBank's VOT Position: Q2 2020 in Review

IberiaBank reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 28% in Q2 2020, selling an estimated $244K and leaving 4,093 shares worth $676K. The position accounts for 0.08% of the portfolio, ranked #143.

IberiaBank first reported a position in VOT in Q3 2017 and has held it in 11 quarters since. The position peaked at $1.15M in Q3 2017. 511 funds tracked by Wall St. Rank hold VOT as of Q2 2020.

IberiaBank held 4,093 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $676K as of Q2 2020.
IberiaBank sold 1,615 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2020, an estimated $244K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.08% of IberiaBank's portfolio in Q2 2020, its #143 holding.
IberiaBank first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2017 and has held it in 11 quarters since.
IberiaBank's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.15M in Q3 2017.
511 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.