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WA
WFG Advisors’s
Vanguard 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%
-$9.58K
0.01%
916
2014
Q4
$34K
Hold
334
–
–
0.01%
1039
2014
Q3
$32K
Sell
334
-100
-23%
-$9.69K
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
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
TI
Truepoint Inc
Cincinnati, Ohio
$4.48B AUM
13.76%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Stifel Financial
St. Louis, Missouri
$109B AUM
21.36%
1-Year Est. Return
TF
TIAA FSB
Jacksonville, Florida
$27.6B AUM
14.26%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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