MacGuire Cheswick & Tuttle Investment Counsel’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

MacGuire Cheswick & Tuttle Investment Counsel’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
2018 Q4	–	Hold	0	–	–	–	74
2018 Q3	–	Hold	0	–	–	–	76
2018 Q2	–	Hold	0	–	–	–	78
2018 Q1	–	Hold	0	–	–	–	82
2017 Q4	–	Hold	0	–	–	–	81
2017 Q3	–	Hold	0	–	–	–	79
2017 Q2	–	Hold	0	–	–	–	80
2017 Q1	–	Hold	0	–	–	–	80
2016 Q4	–	Hold	0	–	–	–	78
2016 Q3	–	Hold	0	–	–	–	75
2016 Q2	–	Hold	0	–	–	–	75
2016 Q1	–	Hold	0	–	–	–	74
2015 Q4	–	Hold	0	–	–	–	75

Other funds holding VOT

Bank of America

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return