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

WealthShield’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
2017 Q4	$827K	Buy	+6,426	New	+$806K	0.5%	40

Other funds holding VOT

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

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

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

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

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

WealthShield's VOT Position: Q4 2017 in Review

WealthShield opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2017: 6,426 shares worth $827K. The stake represents 0.5% of the portfolio and ranks #40 among its holdings.

347 funds tracked by Wall St. Rank hold VOT as of Q4 2017.

WealthShield held 6,426 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $827K as of Q4 2017.
Vanguard Morningstar Mid-Cap Growth ETF was a new WealthShield position in Q4 2017.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.5% of WealthShield's portfolio in Q4 2017, its #40 holding.
347 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.