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Capital Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Capital 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
2021
Q4 		– Sell
-1,305
Closed -$308K – 86
2021
Q3 		$308K Hold
1,305
– – 0.07% 68
2021
Q2 		$308K Hold
1,305
– – 0.07% 65
2021
Q1 		$280K Hold
1,305
– – 0.06% 64
2020
Q4 		$277K Hold
1,305
– – 0.08% 62
2020
Q3 		$235K Hold
1,305
– – 0.07% 65
2020
Q2 		$215K Buy
+1,305
New +$197K 0.07% 65
2020
Q1 		– Sell
-1,305
Closed -$207K – 91
2019
Q4 		$207K Buy
+1,305
New +$199K 0.05% 85
2017
Q2 		– Sell
-2,120
Closed -$239K – 97
2017
Q1 		$239K Sell
2,120
-1,202
-36% -$134K 0.07% 79
2016
Q4 		$351K Sell
3,322
-17
-0.5% -$1.78K 0.12% 69
2016
Q3 		$355K Hold
3,339
– – 0.13% 67
2016
Q2 		$340K Sell
3,339
-18
-0.5% -$1.82K 0.13% 69
2016
Q1 		$337K Sell
3,357
-1,420
-30% -$132K 0.13% 64
2015
Q4 		$476K Buy
4,777
+11
+0.2% +$1.11K 0.18% 60
2015
Q3 		$464K Sell
4,766
-15
-0.3% -$1.56K 0.19% 56
2015
Q2 		$509K Buy
4,781
+138
+3% +$14.9K 0.18% 57
2015
Q1 		$501K Buy
4,643
+1,406
+43% +$146K 0.17% 55
2014
Q4 		$329K Buy
3,237
+15
+0.5% +$1.48K 0.1% 67
2014
Q3 		$310K Sell
3,222
-412
-11% -$39.9K 0.1% 69
2014
Q2 		$350K Sell
3,634
-64
-2% -$5.92K 0.11% 65
2014
Q1 		$342K Buy
3,698
+1,442
+64% +$132K 0.12% 64
2013
Q4 		$204K Buy
+2,256
New +$197K 0.07% 77

Other funds holding VOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Capital Management's VOT Position: Q4 2021 in Review

Capital Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2021, closing a stake of 1,305 shares — an estimated $308K sold.

Capital Management first reported a position in VOT in Q4 2013 and held it in 21 quarters. The position peaked at $509K in Q2 2015. 752 funds tracked by Wall St. Rank hold VOT as of Q4 2021.

  • Capital Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Capital Management sold 1,305 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2021, an estimated $308K.
  • Capital Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2013 and held it in 21 quarters.
  • Capital Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $509K in Q2 2015.
  • 752 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2021.

Based on Capital Management's 13F filing for Q4 2021, filed 8 Feb 2022.