BWM
VOT icon

Buckley Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Buckley Wealth 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
-1,705
Closed -$271K – 138
2019
Q4 		$271K Hold
1,705
– – 0.12% 115
2019
Q3 		$253K Hold
1,705
– – 0.12% 122
2019
Q2 		$255K Buy
+1,705
New +$249K 0.12% 134

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
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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Buckley Wealth Management's VOT Position: Q1 2020 in Review

Buckley Wealth Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2020, closing a stake of 1,705 shares — an estimated $271K sold.

Buckley Wealth Management first reported a position in VOT in Q2 2019 and held it in 3 quarters. The position peaked at $271K in Q4 2019. 457 funds tracked by Wall St. Rank hold VOT as of Q1 2020.

  • Buckley Wealth Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Buckley Wealth Management sold 1,705 Vanguard Mid-Cap Growth ETF shares in Q1 2020, an estimated $271K.
  • Buckley Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2019 and held it in 3 quarters.
  • Buckley Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $271K in Q4 2019.
  • 457 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2020.

Based on Buckley Wealth Management's 13F filing for Q1 2020, filed 10 Apr 2020.