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PHH Investments’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

PHH Investments’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
Q4 		$8.65M Sell
54,478
-777
-1% -$119K 2.29% 10
2019
Q3 		$8.18M Sell
55,255
-2,098
-4% -$314K 2.27% 11
2019
Q2 		$8.56M Sell
57,353
-2,565
-4% -$374K 2.44% 11
2019
Q1 		$8.55M Sell
59,918
-2,170
-3% -$292K 2.49% 11
2018
Q4 		$7.43M Sell
62,088
-1,822
-3% -$234K 2.4% 12
2018
Q3 		$9.11M Sell
63,910
-2,703
-4% -$379K 2.65% 8
2018
Q2 		$8.95M Sell
66,613
-1,127
-2% -$150K 2.72% 7
2018
Q1 		$8.78M Sell
67,740
-25,778
-28% -$3.39M 2.72% 8
2017
Q4 		$11.9M Buy
93,518
+8,231
+10% +$1.03M 3.64% 8
2017
Q3 		$10.4M Buy
85,287
+6,007
+8% +$716K 3.48% 7
2017
Q2 		$9.33M Buy
+79,280
New +$9.21M 3.21% 7
2017
Q1 		– Sell
-42,291
Closed -$4.67M – 77
2016
Q4 		$4.67M Buy
+42,291
New +$4.44M 1.88% 8

Other funds holding VOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PHH Investments's VOT Position: Q4 2019 in Review

PHH Investments reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 1.4% in Q4 2019, selling an estimated $119K and leaving 54,478 shares worth $8.65M. The position accounts for 2.29% of the portfolio, ranked #10.

PHH Investments first reported a position in VOT in Q4 2016 and has held it in 12 quarters since. The position peaked at $11.9M in Q4 2017. 482 funds tracked by Wall St. Rank hold VOT as of Q4 2019.

  • PHH Investments held 54,478 shares of Vanguard Mid-Cap Growth ETF worth $8.65M as of Q4 2019.
  • PHH Investments sold 777 Vanguard Mid-Cap Growth ETF shares in Q4 2019, an estimated $119K.
  • Vanguard Mid-Cap Growth ETF made up 2.29% of PHH Investments's portfolio in Q4 2019, its #10 holding.
  • PHH Investments first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2016 and has held it in 12 quarters since.
  • PHH Investments's Vanguard Mid-Cap Growth ETF position peaked at $11.9M in Q4 2017.
  • 482 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2019.

Based on PHH Investments's 13F filing for Q4 2019, filed 13 Feb 2020.