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National Planning Corporation’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

National Planning Corporation’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
Q4 		– Sell
-6,344
Closed -$772K – 606
2017
Q3 		$772K Sell
6,344
-18,941
-75% -$2.26M 0.06% 272
2017
Q2 		$2.98M Buy
25,285
+521
+2% +$60.5K 0.23% 101
2017
Q1 		$2.78M Buy
24,764
+1,298
+6% +$144K 0.21% 105
2016
Q4 		$2.58M Buy
23,466
+14,115
+151% +$1.48M 0.2% 106
2016
Q3 		$958K Sell
9,351
-139
-1% -$14.7K 0.08% 240
2016
Q2 		$1M Buy
9,490
+31
+0.3% +$3.13K 0.08% 241
2016
Q1 		$944K Sell
9,459
-4,933
-34% -$460K 0.08% 234
2015
Q4 		$1.27M Buy
14,392
+4,618
+47% +$468K 0.1% 213
2015
Q3 		$1.01M Buy
9,774
+608
+7% +$63.5K 0.09% 211
2015
Q2 		$980K Buy
9,166
+738
+9% +$79.9K 0.09% 221
2015
Q1 		$901K Sell
8,428
-1,861
-18% -$194K 0.08% 226
2014
Q4 		$1.03M Sell
10,289
-27
-0.3% -$2.67K 0.07% 239
2014
Q3 		$989K Buy
10,316
+53
+0.5% +$5.13K 0.08% 248
2014
Q2 		$989K Buy
10,263
+379
+4% +$35.1K 0.08% 250
2014
Q1 		$929K Buy
9,884
+1,105
+13% +$101K 0.08% 251
2013
Q4 		$793K Sell
8,779
-409
-4% -$35.7K 0.07% 271
2013
Q3 		$791K Buy
9,188
+3,361
+58% +$278K 0.08% 258
2013
Q2 		$458K Buy
+5,827
New +$454K 0.06% 299

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 $4.79B AUM 16.42% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

National Planning Corporation's VOT Position: Q4 2017 in Review

National Planning Corporation sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2017, closing a stake of 6,344 shares — an estimated $772K sold.

National Planning Corporation first reported a position in VOT in Q2 2013 and held it in 18 quarters. The position peaked at $2.98M in Q2 2017. 347 funds tracked by Wall St. Rank hold VOT as of Q4 2017.

  • National Planning Corporation reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 6,344 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2017, an estimated $772K.
  • National Planning Corporation first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.98M in Q2 2017.
  • 347 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.