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

Investment Partners’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
2015
Q2 		– Sell
-471
Closed -$51K – 143
2015
Q1 		$51K Buy
+471
New +$49.1K 0.06% 119

Other funds holding VOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $103M AUM 13.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Investment Partners's VOT Position: Q2 2015 in Review

Investment Partners sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2015, closing a stake of 471 shares — an estimated $51K sold.

Investment Partners first reported a position in VOT in Q1 2015 and held it in 1 quarter. The position peaked at $51K in Q1 2015. 205 funds tracked by Wall St. Rank hold VOT as of Q2 2015.

  • Investment Partners reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2015 after selling out during the quarter.
  • Investment Partners sold 471 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2015, an estimated $51K.
  • Investment Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2015 and held it in 1 quarter.
  • Investment Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $51K in Q1 2015.
  • 205 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2015.

Based on Investment Partners's 13F filing for Q2 2015, filed 28 Jul 2015.