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KMS Financial Services’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

KMS Financial Services’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
2014
Q3 		$287K Sell
2,984
-31
-1% -$3K 0.04% 383
2014
Q2 		$291K Sell
3,015
-36
-1% -$3.33K 0.04% 391
2014
Q1 		$283K Sell
3,051
-15
-0.5% -$1.37K 0.04% 396
2013
Q4 		$277K Sell
3,066
-162
-5% -$14.1K 0.05% 389
2013
Q3 		$275K Sell
3,228
-607
-16% -$50.3K 0.07% 312
2013
Q2 		$301K Buy
+3,835
New +$299K 0.08% 263

Other funds holding VOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return

KMS Financial Services's VOT Position: Q3 2014 in Review

KMS Financial Services reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 1% in Q3 2014, selling an estimated $3K and leaving 2,984 shares worth $287K. The position accounts for 0.04% of the portfolio, ranked #383.

KMS Financial Services first reported a position in VOT in Q2 2013 and has held it in 6 quarters since. The position peaked at $301K in Q2 2013. 158 funds tracked by Wall St. Rank hold VOT as of Q3 2014.

  • KMS Financial Services held 2,984 shares of Vanguard Mid-Cap Growth ETF worth $287K as of Q3 2014.
  • KMS Financial Services sold 31 Vanguard Mid-Cap Growth ETF shares in Q3 2014, an estimated $3K.
  • Vanguard Mid-Cap Growth ETF made up 0.04% of KMS Financial Services's portfolio in Q3 2014, its #383 holding.
  • KMS Financial Services first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2013 and has held it in 6 quarters since.
  • KMS Financial Services's Vanguard Mid-Cap Growth ETF position peaked at $301K in Q2 2013.
  • 158 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.