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Strategic Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Strategic Wealth 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
-21,783
Closed -$2.21M – 56
2014
Q4 		$2.21M Buy
+21,783
New +$2.15M 2.16% 13

Other funds holding VOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Strategic Wealth Management's VOT Position: Q1 2015 in Review

Strategic Wealth Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2015, closing a stake of 21,783 shares — an estimated $2.21M sold.

Strategic Wealth Management first reported a position in VOT in Q4 2014 and held it in 1 quarter. The position peaked at $2.21M in Q4 2014. 200 funds tracked by Wall St. Rank hold VOT as of Q1 2015.

  • Strategic Wealth Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2015 after selling out during the quarter.
  • Strategic Wealth Management sold 21,783 Vanguard Mid-Cap Growth ETF shares in Q1 2015, an estimated $2.21M.
  • Strategic Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2014 and held it in 1 quarter.
  • Strategic Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $2.21M in Q4 2014.
  • 200 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2015.

Based on Strategic Wealth Management's 13F filing for Q1 2015, filed 27 Apr 2015.