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USA Financial Formulas’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

USA Financial Formulas’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
2018
Q3 		– Sell
-1,268
Closed -$164K – 408
2018
Q2 		$164K Hold
1,268
– – 0.04% 277
2018
Q1 		$164K Sell
1,268
-4,953
-80% -$651K 0.04% 277
2017
Q4 		$795K Buy
+6,221
New +$780K 0.19% 103

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

USA Financial Formulas's VOT Position: Q3 2018 in Review

USA Financial Formulas sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q3 2018, closing a stake of 1,268 shares — an estimated $164K sold.

USA Financial Formulas first reported a position in VOT in Q4 2017 and held it in 3 quarters. The position peaked at $795K in Q4 2017. 377 funds tracked by Wall St. Rank hold VOT as of Q3 2018.

  • USA Financial Formulas reported no remaining Vanguard Mid-Cap Growth ETF position as of Q3 2018 after selling out during the quarter.
  • USA Financial Formulas sold 1,268 Vanguard Mid-Cap Growth ETF shares in Q3 2018, an estimated $164K.
  • USA Financial Formulas first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2017 and held it in 3 quarters.
  • USA Financial Formulas's Vanguard Mid-Cap Growth ETF position peaked at $795K in Q4 2017.
  • 377 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2018.

Based on USA Financial Formulas's 13F filing for Q3 2018, filed 31 Oct 2018.