IH
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IFC Holdings’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

IFC Holdings’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
Q1 		– Sell
-1,965
Closed -$252K – 422
2017
Q4 		$252K Sell
1,965
-2,076
-51% -$260K 0.02% 429
2017
Q3 		$492K Sell
4,041
-1,918
-32% -$229K 0.03% 308
2017
Q2 		$702K Buy
5,959
+37
+0.6% +$4.3K 0.05% 236
2017
Q1 		$668K Sell
5,922
-344
-5% -$38.2K 0.06% 212
2016
Q4 		$662K Sell
6,266
-2,161
-26% -$227K 0.07% 195
2016
Q3 		$897K Sell
8,427
-721
-8% -$76.3K 0.09% 154
2016
Q2 		$935K Sell
9,148
-1,228
-12% -$124K 0.11% 132
2016
Q1 		$1.05M Sell
10,376
-939
-8% -$87.6K 0.13% 105
2015
Q4 		$1.13M Buy
11,315
+1,851
+20% +$188K 0.15% 109
2015
Q3 		$937K Sell
9,464
-2,035
-18% -$212K 0.14% 118
2015
Q2 		$1.25M Sell
11,499
-65
-0.6% -$7.04K 0.18% 111
2015
Q1 		$1.24M Buy
11,564
+847
+8% +$88.2K 0.19% 111
2014
Q4 		$1.1M Sell
10,717
-396
-4% -$39.2K 0.18% 114
2014
Q3 		$1.07M Sell
11,113
-44
-0.4% -$4.26K 0.19% 109
2014
Q2 		$1.07M Sell
11,157
-691
-6% -$63.9K 0.2% 105
2014
Q1 		$1.08M Buy
11,848
+2,263
+24% +$207K 0.22% 94
2013
Q4 		$858K Sell
9,585
-977
-9% -$85.3K 0.18% 124
2013
Q3 		$899K Sell
10,562
-63
-0.6% -$5.22K 0.2% 124
2013
Q2 		$831K Buy
+10,625
New +$828K 0.2% 125

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

IFC Holdings's VOT Position: Q1 2018 in Review

IFC Holdings sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2018, closing a stake of 1,965 shares — an estimated $252K sold.

IFC Holdings first reported a position in VOT in Q2 2013 and held it in 19 quarters. The position peaked at $1.25M in Q2 2015. 348 funds tracked by Wall St. Rank hold VOT as of Q1 2018.

  • IFC Holdings reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 1,965 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2018, an estimated $252K.
  • IFC Holdings first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2013 and held it in 19 quarters.
  • IFC Holdings's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.25M in Q2 2015.
  • 348 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.