MBT
VOT icon

Montecito Bank & Trust’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Montecito Bank & Trust’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
-600
Closed -$63K – 360
2016
Q4 		$63K Buy
+600
New +$62.9K 0.02% 271

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

Montecito Bank & Trust's VOT Position: Q1 2017 in Review

Montecito Bank & Trust sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2017, closing a stake of 600 shares — an estimated $63K sold.

Montecito Bank & Trust first reported a position in VOT in Q4 2016 and held it in 1 quarter. The position peaked at $63K in Q4 2016. 265 funds tracked by Wall St. Rank hold VOT as of Q1 2017.

  • Montecito Bank & Trust reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2017 after selling out during the quarter.
  • Montecito Bank & Trust sold 600 Vanguard Mid-Cap Growth ETF shares in Q1 2017, an estimated $63K.
  • Montecito Bank & Trust first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2016 and held it in 1 quarter.
  • Montecito Bank & Trust's Vanguard Mid-Cap Growth ETF position peaked at $63K in Q4 2016.
  • 265 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2017.

Based on Montecito Bank & Trust's 13F filing for Q1 2017, filed 5 May 2017.