WI
VOT icon

WBI Investments’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

WBI Investments’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
Q4 		– Sell
-2,882
Closed -$307K – 405
2016
Q3 		$307K Sell
2,882
-754
-21% -$79.8K 0.01% 254
2016
Q2 		$370K Sell
3,636
-28
-0.8% -$2.83K 0.01% 149
2016
Q1 		$367K Buy
+3,664
New +$342K 0.01% 115
2015
Q3 		– Sell
-3,865
Closed -$412K – 265
2015
Q2 		$412K Sell
3,865
-150
-4% -$16.2K 0.01% 203
2015
Q1 		$434K Buy
+4,015
New +$418K 0.01% 204

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return