Invesco
VOT icon

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

Invesco’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
2013
Q4 		– Sell
-1,843
Closed -$157K – 4377
2013
Q3 		$157K Hold
1,843
– – ﹤0.01% 3853
2013
Q2 		$144K Buy
+1,843
New +$144K ﹤0.01% 3797

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CNB
City National Bank Beverly Hills, Delaware $11.6B AUM 3.11% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Invesco's VOT Position: Q4 2013 in Review

Invesco sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2013, closing a stake of 1,843 shares — an estimated $157K sold.

Invesco first reported a position in VOT in Q2 2013 and held it in 2 quarters. The position peaked at $157K in Q3 2013. 142 funds tracked by Wall St. Rank hold VOT as of Q4 2013.

  • Invesco reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2013 after selling out during the quarter.
  • Invesco sold 1,843 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2013, an estimated $157K.
  • Invesco first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2013 and held it in 2 quarters.
  • Invesco's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $157K in Q3 2013.
  • 142 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2013.

Based on Invesco's 13F filing for Q4 2013, filed 13 Feb 2014.