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Boys Arnold & Co’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Boys Arnold & Co’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
-1,358
Closed -$216K – 276
2019
Q4 		$216K Hold
1,358
– – 0.03% 260
2019
Q3 		$200K Hold
1,358
– – 0.03% 266
2019
Q2 		$203K Buy
+1,358
New +$198K 0.03% 265

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Boys Arnold & Co's VOT Position: Q1 2020 in Review

Boys Arnold & Co sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2020, closing a stake of 1,358 shares — an estimated $216K sold.

Boys Arnold & Co first reported a position in VOT in Q2 2019 and held it in 3 quarters. The position peaked at $216K in Q4 2019. 456 funds tracked by Wall St. Rank hold VOT as of Q1 2020.

  • Boys Arnold & Co reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Boys Arnold & Co sold 1,358 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2020, an estimated $216K.
  • Boys Arnold & Co first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2019 and held it in 3 quarters.
  • Boys Arnold & Co's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $216K in Q4 2019.
  • 456 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2020.

Based on Boys Arnold & Co's 13F filing for Q1 2020, filed 24 Apr 2020.