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Sensible Financial Planning & Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Sensible Financial Planning & Management’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
2015
Q1 		– Sell
-145
Closed -$15K – 65
2014
Q4 		$15K Hold
145
– – 0.02% 55
2014
Q3 		$14K Buy
+145
New +$14K 0.01% 52

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
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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Sensible Financial Planning & Management's VOT Position: Q1 2015 in Review

Sensible Financial Planning & Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2015, closing a stake of 145 shares — an estimated $15K sold.

Sensible Financial Planning & Management first reported a position in VOT in Q3 2014 and held it in 2 quarters. The position peaked at $15K in Q4 2014. 201 funds tracked by Wall St. Rank hold VOT as of Q1 2015.

  • Sensible Financial Planning & Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2015 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 145 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2015, an estimated $15K.
  • Sensible Financial Planning & Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2014 and held it in 2 quarters.
  • Sensible Financial Planning & Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $15K in Q4 2014.
  • 201 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2015.

Based on Sensible Financial Planning & Management's 13F filing for Q1 2015, filed 14 May 2015.