RBO & Co’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

RBO & Co’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	-1,500	Closed	-$214K	–	59
2018 Q3	$214K	Hold	1,500	–	–	0.05%	61
2018 Q2	$202K	Buy	+1,500	New	+$199K	0.05%	69

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

RBO & Co's VOT Position: Q4 2018 in Review

RBO & Co sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2018, closing a stake of 1,500 shares — an estimated $214K sold.

RBO & Co first reported a position in VOT in Q2 2018 and held it in 2 quarters. The position peaked at $214K in Q3 2018. 387 funds tracked by Wall St. Rank hold VOT as of Q4 2018.

RBO & Co reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2018 after selling out during the quarter.
RBO & Co sold 1,500 Vanguard Mid-Cap Growth ETF shares in Q4 2018, an estimated $214K.
RBO & Co first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2018 and held it in 2 quarters.
RBO & Co's Vanguard Mid-Cap Growth ETF position peaked at $214K in Q3 2018.
387 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2018.

Based on RBO & Co's 13F filing for Q4 2018, filed 13 Feb 2019.