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Jacobus Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Jacobus Wealth Management’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
Q3 		$189K Buy
1,550
+170
+12% +$20.3K 0.05% 171
2017
Q2 		$162K Buy
+1,380
New +$160K 0.04% 180

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 $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Jacobus Wealth Management's VOT Position: Q3 2017 in Review

Jacobus Wealth Management increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 12% in Q3 2017, buying an estimated $20.3K and bringing the position to 1,550 shares worth $189K. The position accounts for 0.05% of the portfolio, ranked #171.

Jacobus Wealth Management first reported a position in VOT in Q2 2017 and has held it in 2 quarters since. 302 funds tracked by Wall St. Rank hold VOT as of Q3 2017.

  • Jacobus Wealth Management held 1,550 shares of Vanguard Mid-Cap Growth ETF worth $189K as of Q3 2017.
  • Jacobus Wealth Management bought 170 Vanguard Mid-Cap Growth ETF shares in Q3 2017, an estimated $20.3K.
  • Vanguard Mid-Cap Growth ETF made up 0.05% of Jacobus Wealth Management's portfolio in Q3 2017, its #171 holding.
  • Jacobus Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2017 and has held it in 2 quarters since.
  • 302 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.