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Benson Investment Management Company’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Benson Investment Management Company’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
2022
Q4 		– Sell
-226
Closed -$39K – 71
2022
Q3 		$39K Sell
226
-230
-50% -$43.5K 0.03% 48
2022
Q2 		$80K Buy
+456
New +$88.3K 0.05% 51

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Benson Investment Management Company's VOT Position: Q4 2022 in Review

Benson Investment Management Company sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2022, closing a stake of 226 shares — an estimated $39K sold.

Benson Investment Management Company first reported a position in VOT in Q2 2022 and held it in 2 quarters. The position peaked at $80K in Q2 2022. 729 funds tracked by Wall St. Rank hold VOT as of Q4 2022.

  • Benson Investment Management Company reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Benson Investment Management Company sold 226 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2022, an estimated $39K.
  • Benson Investment Management Company first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2022 and held it in 2 quarters.
  • Benson Investment Management Company's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $80K in Q2 2022.
  • 729 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2022.

Based on Benson Investment Management Company's 13F filing for Q4 2022, filed 19 Jan 2023.