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Kelman-Lazarov Inc’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Kelman-Lazarov Inc’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
Q1 		– Sell
-205
Closed -$21.7K – 254
2016
Q4 		$21.7K Hold
205
– – 0.01% 215
2016
Q3 		$21.6K Hold
205
– – 0.01% 246
2016
Q2 		$21K Buy
+205
New +$20.7K 0.01% 235

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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Kelman-Lazarov Inc's VOT Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2017, closing a stake of 205 shares — an estimated $21.7K sold.

Kelman-Lazarov Inc first reported a position in VOT in Q2 2016 and held it in 3 quarters. The position peaked at $21.7K in Q4 2016. 265 funds tracked by Wall St. Rank hold VOT as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 205 Vanguard Mid-Cap Growth ETF shares in Q1 2017, an estimated $21.7K.
  • Kelman-Lazarov Inc first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's Vanguard Mid-Cap Growth ETF position peaked at $21.7K in Q4 2016.
  • 265 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.