IP
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Investment Partners’s Vanguard 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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $530B AUM 22.01% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 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