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New England Securities’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

New England Securities’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
2014
Q4 		$705K Buy
6,936
+4,589
+196% +$454K 0.25% 106
2014
Q3 		$226K Buy
2,347
+1,399
+148% +$136K 0.08% 259
2014
Q2 		$91K Buy
948
+49
+5% +$4.53K 0.03% 464
2014
Q1 		$83K Buy
899
+214
+31% +$19.6K 0.03% 429
2013
Q4 		$62K Sell
685
-820
-54% -$71.6K 0.03% 493
2013
Q3 		$128K Buy
1,505
+48
+3% +$3.97K 0.06% 301
2013
Q2 		$114K Buy
+1,457
New +$114K 0.08% 270

Other funds holding VOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

New England Securities's VOT Position: Q4 2014 in Review

New England Securities increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 196% in Q4 2014, buying an estimated $454K and bringing the position to 6,936 shares worth $705K. The position accounts for 0.25% of the portfolio, ranked #106.

New England Securities first reported a position in VOT in Q2 2013 and has held it in 7 quarters since. 177 funds tracked by Wall St. Rank hold VOT as of Q4 2014.

  • New England Securities held 6,936 shares of Vanguard Mid-Cap Growth ETF worth $705K as of Q4 2014.
  • New England Securities bought 4,589 Vanguard Mid-Cap Growth ETF shares in Q4 2014, an estimated $454K.
  • Vanguard Mid-Cap Growth ETF made up 0.25% of New England Securities's portfolio in Q4 2014, its #106 holding.
  • New England Securities first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2013 and has held it in 7 quarters since.
  • 177 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.