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MYCIO Wealth Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

MYCIO Wealth Partners’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
2020
Q1 		– Sell
-2,003
Closed -$318K – 388
2019
Q4 		$318K Buy
2,003
+3
+0.2% +$458 0.02% 263
2019
Q3 		$296K Buy
2,000
+3
+0.2% +$449 0.02% 247
2019
Q2 		$298K Buy
1,997
+1
+0.1% +$146 0.02% 237
2019
Q1 		$285K Hold
1,996
– – 0.02% 224
2018
Q4 		$239K Buy
1,996
+4
+0.2% +$514 0.02% 240
2018
Q3 		$284K Hold
1,992
– – 0.03% 226
2018
Q2 		$268K Buy
1,992
+1
+0.1% +$133 0.03% 228
2018
Q1 		$258K Sell
1,991
-1,541
-44% -$202K 0.03% 206
2017
Q4 		$451K Buy
3,532
+5
+0.1% +$627 0.05% 148
2017
Q3 		$429K Buy
3,527
+5
+0.1% +$596 0.05% 153
2017
Q2 		$414K Buy
3,522
+4
+0.1% +$465 0.05% 141
2017
Q1 		$397K Buy
3,518
+4
+0.1% +$445 0.05% 150
2016
Q4 		$371K Buy
3,514
+1,533
+77% +$161K 0.05% 144
2016
Q3 		$211K Buy
1,981
+2
+0.1% +$212 0.03% 165
2016
Q2 		$202K Buy
1,979
+1
+0.1% +$101 0.03% 167
2016
Q1 		$198K Buy
1,978
+111
+6% +$10.4K 0.04% 156
2015
Q4 		$186K Buy
1,867
+3
+0.2% +$304 0.03% 156
2015
Q3 		$181K Buy
1,864
+3
+0.2% +$313 0.04% 150
2015
Q2 		$198K Hold
1,861
– – 0.04% 145
2015
Q1 		$201K Hold
1,861
– – 0.04% 146
2014
Q4 		$189K Buy
1,861
+6
+0.3% +$593 0.04% 141
2014
Q3 		$179K Hold
1,855
– – 0.04% 144
2014
Q2 		$179K Buy
1,855
+1
+0.1% +$92 0.04% 146
2014
Q1 		$172K Buy
1,854
+263
+17% +$24.1K 0.04% 146
2013
Q4 		$144K Sell
1,591
-4
-0.3% -$349 0.04% 154
2013
Q3 		$136K Hold
1,595
– – 0.04% 144
2013
Q2 		$125K Buy
+1,595
New +$124K 0.03% 147

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MYCIO Wealth Partners's VOT Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2020, closing a stake of 2,003 shares — an estimated $318K sold.

MYCIO Wealth Partners first reported a position in VOT in Q2 2013 and held it in 27 quarters. The position peaked at $451K in Q4 2017. 456 funds tracked by Wall St. Rank hold VOT as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 2,003 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2020, an estimated $318K.
  • MYCIO Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2013 and held it in 27 quarters.
  • MYCIO Wealth Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $451K in Q4 2017.
  • 456 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.