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Cadinha & Co’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Cadinha & 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
2018
Q4 		– Sell
-13,685
Closed -$1.95M – 130
2018
Q3 		$1.95M Buy
13,685
+835
+6% +$117K 0.31% 49
2018
Q2 		$1.73M Buy
+12,850
New +$1.71M 0.32% 46

Other funds holding VOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cadinha & Co's VOT Position: Q4 2018 in Review

Cadinha & Co sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2018, closing a stake of 13,685 shares — an estimated $1.95M sold.

Cadinha & Co first reported a position in VOT in Q2 2018 and held it in 2 quarters. The position peaked at $1.95M in Q3 2018. 387 funds tracked by Wall St. Rank hold VOT as of Q4 2018.

  • Cadinha & Co reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Cadinha & Co sold 13,685 Vanguard Mid-Cap Growth ETF shares in Q4 2018, an estimated $1.95M.
  • Cadinha & Co first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2018 and held it in 2 quarters.
  • Cadinha & Co's Vanguard Mid-Cap Growth ETF position peaked at $1.95M in Q3 2018.
  • 387 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2018.

Based on Cadinha & Co's 13F filing for Q4 2018, filed 29 Jan 2019.