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O'Brien Wealth Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

O'Brien 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
2018
Q4 		– Sell
-252
Closed -$36K – 196
2018
Q3 		$36K Buy
+252
New +$35.3K 0.02% 82

Other funds holding VOT

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
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
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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

O'Brien Wealth Partners's VOT Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2018, closing a stake of 252 shares — an estimated $36K sold.

O'Brien Wealth Partners first reported a position in VOT in Q3 2018 and held it in 1 quarter. The position peaked at $36K in Q3 2018. 388 funds tracked by Wall St. Rank hold VOT as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 252 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2018, an estimated $36K.
  • O'Brien Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2018 and held it in 1 quarter.
  • O'Brien Wealth Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $36K in Q3 2018.
  • 388 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.