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

Ladenburg Thalmann 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
2019
Q4 		$35.4M Sell
227,620
-9,331
-4% -$1.42M 0.22% 103
2019
Q3 		$35.1M Buy
236,951
+26,122
+12% +$3.91M 0.24% 97
2019
Q2 		$31.5M Buy
210,829
+16,642
+9% +$2.43M 0.23% 100
2019
Q1 		$27.7M Sell
194,187
-19,980
-9% -$2.69M 0.21% 107
2018
Q4 		$25.6M Sell
214,167
-109,251
-34% -$14M 0.23% 102
2018
Q3 		$46.1M Buy
323,418
+21,677
+7% +$3.04M 0.39% 52
2018
Q2 		$39M Hold
301,741
– – 0.36% 57
2018
Q1 		$39M Buy
301,741
+5,581
+2% +$733K 0.36% 57
2017
Q4 		$37.8M Buy
296,160
+15,669
+6% +$1.97M 0.36% 57
2017
Q3 		$34.1M Buy
280,491
+16,686
+6% +$1.99M 0.37% 53
2017
Q2 		$31M Buy
263,805
+31,601
+14% +$3.67M 0.36% 55
2017
Q1 		$26.2M Buy
232,204
+95,699
+70% +$10.6M 0.33% 60
2016
Q4 		$14.4M Buy
136,505
+44,741
+49% +$4.69M 0.2% 113
2016
Q3 		$9.76M Buy
91,764
+24,416
+36% +$2.58M 0.15% 144
2016
Q2 		$6.86M Buy
67,348
+3,459
+5% +$349K 0.11% 183
2016
Q1 		$6.41M Buy
63,889
+16,185
+34% +$1.51M 0.11% 185
2015
Q4 		$4.76M Buy
47,704
+5,172
+12% +$524K 0.09% 213
2015
Q3 		$4.14M Sell
42,532
-1,959
-4% -$204K 0.09% 216
2015
Q2 		$4.74M Buy
44,491
+4,093
+10% +$443K 0.09% 213
2015
Q1 		$4.36M Buy
40,398
+17,395
+76% +$1.81M 0.08% 235
2014
Q4 		$2.34M Buy
23,003
+554
+2% +$54.8K 0.05% 321
2014
Q3 		$2.16M Buy
22,449
+8,922
+66% +$864K 0.06% 267
2014
Q2 		$1.3M Buy
13,527
+1,768
+15% +$164K 0.04% 422
2014
Q1 		$1.09M Buy
11,759
+1,559
+15% +$143K 0.03% 431
2013
Q4 		$921K Buy
10,200
+968
+10% +$84.5K 0.03% 472
2013
Q3 		$787K Sell
9,232
-1,550
-14% -$128K 0.03% 496
2013
Q2 		$842K Buy
+10,782
New +$841K 0.03% 451

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ladenburg Thalmann Financial Services's VOT Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 3.9% in Q4 2019, selling an estimated $1.42M and leaving 227,620 shares worth $35.4M. The position accounts for 0.22% of the portfolio, ranked #103.

Ladenburg Thalmann Financial Services first reported a position in VOT in Q2 2013 and has held it in 27 quarters since. The position peaked at $46.1M in Q3 2018. 482 funds tracked by Wall St. Rank hold VOT as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 227,620 shares of Vanguard Mid-Cap Growth ETF worth $35.4M as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 9,331 Vanguard Mid-Cap Growth ETF shares in Q4 2019, an estimated $1.42M.
  • Vanguard Mid-Cap Growth ETF made up 0.22% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #103 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Vanguard Mid-Cap Growth ETF position peaked at $46.1M in Q3 2018.
  • 482 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.