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Barrett Asset Management’s
Vanguard Mid-Cap Growth ETF
VOT
Stock Holding History
Barrett Asset Management’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
2020
Q1
–
Sell
-450
Closed
-$71K
–
379
2019
Q4
$71K
Hold
450
–
–
﹤0.01%
218
2019
Q3
$67K
Hold
450
–
–
﹤0.01%
213
2019
Q2
$67K
Hold
450
–
–
﹤0.01%
218
2019
Q1
$64K
Hold
450
–
–
﹤0.01%
219
2018
Q4
$54K
Hold
450
–
–
﹤0.01%
228
2018
Q3
$64K
Hold
450
–
–
﹤0.01%
228
2018
Q2
$60K
Hold
450
–
–
﹤0.01%
231
2018
Q1
$58K
Hold
450
–
–
﹤0.01%
231
2017
Q4
$57K
Hold
450
–
–
﹤0.01%
241
2017
Q3
$55K
Hold
450
–
–
﹤0.01%
229
2017
Q2
$53K
Hold
450
–
–
﹤0.01%
239
2017
Q1
$51K
Hold
450
–
–
﹤0.01%
224
2016
Q4
$48K
Hold
450
–
–
﹤0.01%
224
2016
Q3
$48K
Hold
450
–
–
﹤0.01%
216
2016
Q2
$46K
Hold
450
–
–
﹤0.01%
220
2016
Q1
$45K
Hold
450
–
–
﹤0.01%
215
2015
Q4
$45K
Hold
450
–
–
﹤0.01%
214
2015
Q3
$44K
Hold
450
–
–
﹤0.01%
210
2015
Q2
$48K
Hold
450
–
–
﹤0.01%
212
2015
Q1
$49K
Hold
450
–
–
﹤0.01%
211
2014
Q4
$46K
Hold
450
–
–
﹤0.01%
243
2014
Q3
$43K
Buy
450
+95
+27%
+$9.21K
﹤0.01%
255
2014
Q2
$34K
Buy
+355
New
+$32.8K
﹤0.01%
267
Other funds holding VOT
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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
TF
TIAA FSB
Jacksonville, Florida
$27.6B AUM
14.26%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
TI
Truepoint Inc
Cincinnati, Ohio
$4.48B AUM
13.76%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
Stifel Financial
St. Louis, Missouri
$109B AUM
21.36%
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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