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Robertson Stephens Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Robertson Stephens Advisors’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
2017
Q2 		– Sell
-1,860
Closed -$210K – 88
2017
Q1 		$210K Buy
+1,860
New +$207K 0.19% 79

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Robertson Stephens Advisors's VOT Position: Q2 2017 in Review

Robertson Stephens Advisors sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q2 2017, closing a stake of 1,860 shares — an estimated $210K sold.

Robertson Stephens Advisors first reported a position in VOT in Q1 2017 and held it in 1 quarter. The position peaked at $210K in Q1 2017. 282 funds tracked by Wall St. Rank hold VOT as of Q2 2017.

  • Robertson Stephens Advisors reported no remaining Vanguard Mid-Cap Growth ETF position as of Q2 2017 after selling out during the quarter.
  • Robertson Stephens Advisors sold 1,860 Vanguard Mid-Cap Growth ETF shares in Q2 2017, an estimated $210K.
  • Robertson Stephens Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2017 and held it in 1 quarter.
  • Robertson Stephens Advisors's Vanguard Mid-Cap Growth ETF position peaked at $210K in Q1 2017.
  • 282 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2017.

Based on Robertson Stephens Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.