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Northwestern Mutual Investment Services’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Northwestern Mutual Investment Services’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
2016
Q1 		– Sell
-20
Closed -$2K – 105
2015
Q4 		$2K Buy
+20
New +$2.03K ﹤0.01% 72

Other funds holding VOT

OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Northwestern Mutual Investment Services's VOT Position: Q1 2016 in Review

Northwestern Mutual Investment Services sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2016, closing a stake of 20 shares — an estimated $2K sold.

Northwestern Mutual Investment Services first reported a position in VOT in Q4 2015 and held it in 1 quarter. The position peaked at $2K in Q4 2015. 229 funds tracked by Wall St. Rank hold VOT as of Q1 2016.

  • Northwestern Mutual Investment Services reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2016 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 20 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2016, an estimated $2K.
  • Northwestern Mutual Investment Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2015 and held it in 1 quarter.
  • Northwestern Mutual Investment Services's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2K in Q4 2015.
  • 229 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2016.

Based on Northwestern Mutual Investment Services's 13F filing for Q1 2016.