Sheaff Brock Investment Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Sheaff Brock Investment 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
2019 Q4	–	Sell	-3,063	Closed	-$454K	–	502
2019 Q3	$454K	Hold	3,063	–	–	0.05%	263
2019 Q2	$457K	Sell	3,063 -2	-0.1%	-$292	0.05%	253
2019 Q1	$438K	Hold	3,065	–	–	0.05%	269
2018 Q4	$367K	Hold	3,065	–	–	0.06%	275
2018 Q3	$437K	Hold	3,065	–	–	0.04%	286
2018 Q2	$412K	Hold	3,065	–	–	0.04%	299
2018 Q1	$397K	Sell	3,065 -2,000	-39%	-$263K	0.04%	301
2017 Q4	$647K	Sell	5,065 -7	-0.1%	-$878	0.08%	217
2017 Q3	$618K	Hold	5,072	–	–	0.08%	223
2017 Q2	$597K	Hold	5,072	–	–	0.08%	242
2017 Q1	$573K	Hold	5,072	–	–	0.07%	259
2016 Q4	$536K	Hold	5,072	–	–	0.07%	274
2016 Q3	$540K	Hold	5,072	–	–	0.07%	261
2016 Q2	$517K	Sell	5,072 -100	-2%	-$10.1K	0.07%	272
2016 Q1	$519K	Sell	5,172 -41	-0.8%	-$3.83K	0.06%	287
2015 Q4	$520K	Buy	+5,213	New	+$528K	0.06%	312

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Sheaff Brock Investment Advisors's VOT Position: Q4 2019 in Review

Sheaff Brock Investment Advisors sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2019, closing a stake of 3,063 shares — an estimated $454K sold.

Sheaff Brock Investment Advisors first reported a position in VOT in Q4 2015 and held it in 16 quarters. The position peaked at $647K in Q4 2017. 482 funds tracked by Wall St. Rank hold VOT as of Q4 2019.

Sheaff Brock Investment Advisors reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2019 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 3,063 Vanguard Mid-Cap Growth ETF shares in Q4 2019, an estimated $454K.
Sheaff Brock Investment Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2015 and held it in 16 quarters.
Sheaff Brock Investment Advisors's Vanguard Mid-Cap Growth ETF position peaked at $647K in Q4 2017.
482 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2019.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2019, filed 29 Jan 2020.