MCTIC
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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 $1.37T 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 $424B AUM 22.94% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return