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Arrow Investment Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Arrow Investment 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
2024
Q3 		– Sell
-18,482
Closed -$4.24M – 57
2024
Q2 		$4.24M Sell
18,482
-1,113
-6% -$255K 3.87% 8
2024
Q1 		$4.62M Sell
19,595
-1,496
-7% -$335K 3.95% 8
2023
Q4 		$4.63M Sell
21,091
-5,712
-21% -$1.14M 4% 9
2023
Q3 		$5.22M Buy
+26,803
New +$5.47M 4.17% 10
2021
Q3 		– Sell
-24,828
Closed -$5.87M – 109
2021
Q2 		$5.87M Sell
24,828
-1,651
-6% -$370K 3.63% 9
2021
Q1 		$5.68M Sell
26,479
-7,690
-23% -$1.67M 3.92% 9
2020
Q4 		$7.25M Sell
34,169
-16,022
-32% -$3.16M 5.13% 4
2020
Q3 		$9.04M Buy
+50,191
New +$8.85M 5.92% 5
2020
Q2 		– Sell
-16,361
Closed -$2.07M – 40
2020
Q1 		$2.07M Sell
16,361
-3,538
-18% -$537K 1.44% 14
2019
Q4 		$3.16M Sell
19,899
-2,196
-10% -$335K 1.56% 13
2019
Q3 		$3.27K Sell
22,095
-1,066
-5% -$160K 1.53% 13
2019
Q2 		$3.46M Sell
23,161
-5,742
-20% -$837K 1.39% 16
2019
Q1 		$4.13M Buy
+28,903
New +$3.89M 1.68% 15
2018
Q4 		– Sell
-128,248
Closed -$18.3M – 88
2018
Q3 		$18.3M Sell
128,248
-7,186
-5% -$1.01M 6.14% 6
2018
Q2 		$18.2M Buy
+135,434
New +$18M 5.94% 5
2018
Q1 		– Sell
-48,808
Closed -$6.23M – 79
2017
Q4 		$6.23M Sell
48,808
-13,165
-21% -$1.65M 1.74% 13
2017
Q3 		$7.54M Sell
61,973
-3,787
-6% -$451K 2.27% 15
2017
Q2 		$7.74M Buy
+65,760
New +$7.64M 2.11% 14
2015
Q4 		– Sell
-423,081
Closed -$41.2M – 80
2015
Q3 		$41.2M Sell
423,081
-23,146
-5% -$2.42M 10.12% 2
2015
Q2 		$47.6M Buy
446,227
+160,852
+56% +$17.4M 9.57% 2
2015
Q1 		$30.8M Sell
285,375
-21,955
-7% -$2.29M 5.66% 6
2014
Q4 		$31.2M Buy
+307,330
New +$30.4M 5.97% 6

Other funds holding VOT

AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Arrow Investment Advisors's VOT Position: Q3 2024 in Review

Arrow Investment Advisors sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q3 2024, closing a stake of 18,482 shares — an estimated $4.24M sold.

Arrow Investment Advisors first reported a position in VOT in Q4 2014 and held it in 22 quarters. The position peaked at $47.6M in Q2 2015. 901 funds tracked by Wall St. Rank hold VOT as of Q3 2024.

  • Arrow Investment Advisors reported no remaining Vanguard Mid-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Arrow Investment Advisors sold 18,482 Vanguard Mid-Cap Growth ETF shares in Q3 2024, an estimated $4.24M.
  • Arrow Investment Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2014 and held it in 22 quarters.
  • Arrow Investment Advisors's Vanguard Mid-Cap Growth ETF position peaked at $47.6M in Q2 2015.
  • 901 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2024.

Based on Arrow Investment Advisors's 13F filing for Q3 2024, filed 25 Mar 2025.