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

WFG 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
2017 Q2	$2.34M	Buy	19,859 +3,376	+20%	+$392K	0.53%	39
2017 Q1	$1.86M	Buy	16,483 +12,404	+304%	+$1.38M	0.5%	47
2016 Q4	$431K	Buy	4,079 +3,766	+1,203%	+$395K	0.11%	221
2016 Q3	$33K	Hold	313	–	–	0.01%	812
2016 Q2	$32K	Sell	313 -20	-6%	-$2.02K	0.01%	819
2016 Q1	$33K	Buy	333 +21	+7%	+$1.96K	0.01%	776
2015 Q4	$31K	Buy	312 +70	+29%	+$7.09K	0.01%	787
2015 Q3	$24K	Hold	242	–	–	0.01%	845
2015 Q2	$26K	Hold	242	–	–	0.01%	903
2015 Q1	$26K	Sell	242 -92	-28%	-$9.6K	0.01%	916
2014 Q4	$34K	Hold	334	–	–	0.01%	1039
2014 Q3	$32K	Sell	334 -100	-23%	-$9.7K	0.01%	1091
2014 Q2	$42K	Hold	434	–	–	0.01%	982
2014 Q1	$40K	Sell	434 -698	-62%	-$63.8K	0.01%	1003
2013 Q4	$102K	Buy	1,132 +106	+10%	+$9.25K	0.01%	732
2013 Q3	$87K	Hold	1,026	–	–	0.01%	746
2013 Q2	$80K	Buy	+1,026	New	+$80K	0.01%	741

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

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

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

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

WFG Advisors's VOT Position: Q2 2017 in Review

WFG Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 20% in Q2 2017, buying an estimated $392K and bringing the position to 19,859 shares worth $2.34M. The position accounts for 0.53% of the portfolio, ranked #39.

WFG Advisors first reported a position in VOT in Q2 2013 and has held it in 17 quarters since. 283 funds tracked by Wall St. Rank hold VOT as of Q2 2017.

WFG Advisors held 19,859 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.34M as of Q2 2017.
WFG Advisors bought 3,376 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2017, an estimated $392K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.53% of WFG Advisors's portfolio in Q2 2017, its #39 holding.
WFG Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2013 and has held it in 17 quarters since.
283 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.