Stanford Investment Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Stanford Investment Group’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 Q1	–	Sell	-1,475	Closed	-$156K	–	285
2016 Q4	$156K	Buy	1,475 +4	+0.3%	+$420	0.08%	62
2016 Q3	$156K	Buy	1,471 +3	+0.2%	+$318	0.07%	67
2016 Q2	$150K	Buy	1,468 +2	+0.1%	+$202	0.08%	71
2016 Q1	$147K	Buy	1,466 +3	+0.2%	+$280	0.08%	68
2015 Q4	$146K	Buy	1,463 +5	+0.3%	+$506	0.08%	72
2015 Q3	$142K	Buy	1,458 +7	+0.5%	+$731	0.1%	64
2015 Q2	$155K	Hold	1,451	–	–	0.12%	67
2015 Q1	$157K	Hold	1,451	–	–	0.13%	65
2014 Q4	$147K	Buy	+1,451	New	+$143K	0.12%	67

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Stanford Investment Group's VOT Position: Q1 2017 in Review

Stanford Investment Group sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2017, closing a stake of 1,475 shares — an estimated $156K sold.

Stanford Investment Group first reported a position in VOT in Q4 2014 and held it in 9 quarters. The position peaked at $157K in Q1 2015. 266 funds tracked by Wall St. Rank hold VOT as of Q1 2017.

Stanford Investment Group reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 1,475 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2017, an estimated $156K.
Stanford Investment Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $157K in Q1 2015.
266 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.