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Investment Centers of America’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Investment Centers of America’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
Q4 		– Sell
-14,493
Closed -$1.77M – 486
2017
Q3 		$1.77M Buy
14,493
+3,211
+28% +$383K 0.13% 152
2017
Q2 		$1.33M Buy
11,282
+3,612
+47% +$420K 0.1% 178
2017
Q1 		$869K Buy
7,670
+1,146
+18% +$127K 0.07% 256
2016
Q4 		$689K Buy
6,524
+822
+14% +$86.2K 0.06% 282
2016
Q3 		$608K Buy
5,702
+55
+1% +$5.82K 0.06% 263
2016
Q2 		$573K Sell
5,647
-353
-6% -$35.7K 0.06% 257
2016
Q1 		$602K Sell
6,000
-84
-1% -$7.84K 0.07% 252
2015
Q4 		$604K Sell
6,084
-183
-3% -$18.5K 0.08% 227
2015
Q3 		$611K Buy
6,267
+2,048
+49% +$214K 0.09% 210
2015
Q2 		$450K Sell
4,219
-362
-8% -$39.2K 0.07% 259
2015
Q1 		$497K Buy
4,581
+849
+23% +$88.4K 0.07% 260
2014
Q4 		$378K Sell
3,732
-724
-16% -$71.6K 0.08% 246
2014
Q3 		$430K Buy
4,456
+2,241
+101% +$217K 0.08% 249
2014
Q2 		$214K Sell
2,215
-2,333
-51% -$216K 0.05% 305
2014
Q1 		$391K Buy
4,548
+987
+28% +$90.3K 0.08% 232
2013
Q4 		$305K Sell
3,561
-987
-22% -$86.2K 0.15% 174
2013
Q3 		$391K Buy
4,548
+1,434
+46% +$119K 0.08% 235
2013
Q2 		$246K Buy
+3,114
New +$243K 0.07% 234

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $666B AUM 30.12% 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 $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Investment Centers of America's VOT Position: Q4 2017 in Review

Investment Centers of America sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2017, closing a stake of 14,493 shares — an estimated $1.77M sold.

Investment Centers of America first reported a position in VOT in Q2 2013 and held it in 18 quarters. The position peaked at $1.77M in Q3 2017. 347 funds tracked by Wall St. Rank hold VOT as of Q4 2017.

  • Investment Centers of America reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 14,493 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2017, an estimated $1.77M.
  • Investment Centers of America first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2013 and held it in 18 quarters.
  • Investment Centers of America's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.77M in Q3 2017.
  • 347 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.