US Financial Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

US Financial 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
2016 Q1	–	Sell	-300	Closed	-$30K	–	612
2015 Q4	$30K	Hold	300	–	–	0.03%	194
2015 Q3	$29K	Hold	300	–	–	0.05%	169
2015 Q2	$32K	Hold	300	–	–	0.03%	144
2015 Q1	$32K	Buy	300 +50	+20%	+$5.21K	0.03%	155
2014 Q4	$25K	Buy	+250	New	+$24.7K	0.02%	169

Other funds holding VOT

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

US Financial Advisors's VOT Position: Q1 2016 in Review

US Financial Advisors sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2016, closing a stake of 300 shares — an estimated $30K sold.

US Financial Advisors first reported a position in VOT in Q4 2014 and held it in 5 quarters. The position peaked at $32K in Q2 2015. 229 funds tracked by Wall St. Rank hold VOT as of Q1 2016.

US Financial Advisors reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2016 after selling out during the quarter.
US Financial Advisors sold 300 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2016, an estimated $30K.
US Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2014 and held it in 5 quarters.
US Financial Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $32K in Q2 2015.
229 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.