NEXT Financial Holdings’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$385K	Buy	+2,699	New	+$363K	0.1%	175

Other funds holding VOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NEXT Financial Holdings's VOT Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Vanguard Mid-Cap Growth ETF (VOT) in Q1 2019: 2,699 shares worth $385K. The stake represents 0.1% of the portfolio and ranks #175 among its holdings.

405 funds tracked by Wall St. Rank hold VOT as of Q1 2019.

NEXT Financial Holdings held 2,699 shares of Vanguard Mid-Cap Growth ETF worth $385K as of Q1 2019.
Vanguard Mid-Cap Growth ETF was a new NEXT Financial Holdings position in Q1 2019.
Vanguard Mid-Cap Growth ETF made up 0.1% of NEXT Financial Holdings's portfolio in Q1 2019, its #175 holding.
405 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.