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UBS’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

UBS’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
2014
Q3 		$128M Buy
1,327,362
+16,213
+1% +$1.57M 0.09% 226
2014
Q2 		$126M Buy
1,311,149
+69,806
+6% +$6.46M 0.1% 212
2014
Q1 		$115M Buy
1,241,343
+145,826
+13% +$13.3M 0.1% 209
2013
Q4 		$98.9M Buy
1,095,517
+103,259
+10% +$9.01M 0.09% 225
2013
Q3 		$84.5M Sell
992,258
-2,394
-0.2% -$198K 0.09% 231
2013
Q2 		$77.7M Buy
+994,652
New +$77.6M 0.09% 212

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CNB
City National Bank Beverly Hills, Delaware $11.6B AUM 3.11% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

UBS's VOT Position: Q3 2014 in Review

UBS increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.2% in Q3 2014, buying an estimated $1.57M and bringing the position to 1,327,362 shares worth $128M. The position accounts for 0.09% of the portfolio, ranked #226.

UBS first reported a position in VOT in Q2 2013 and has held it in 6 quarters since. 159 funds tracked by Wall St. Rank hold VOT as of Q3 2014.

  • UBS held 1,327,362 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $128M as of Q3 2014.
  • UBS bought 16,213 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2014, an estimated $1.57M.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.09% of UBS's portfolio in Q3 2014, its #226 holding.
  • UBS first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2013 and has held it in 6 quarters since.
  • 159 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.