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

Capital One Investing’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
2019
Q3 		$314K Hold
2,119
– – 0.07% 150
2019
Q2 		$316K Sell
2,119
-500
-19% -$72.9K 0.08% 142
2019
Q1 		$374K Hold
2,619
– – 0.1% 134
2018
Q4 		$313K Buy
+2,619
New +$336K 0.11% 110

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 $202B AUM 37.79% 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 $424B AUM 22.96% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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 $109B AUM 21.36% 1-Year Est. Return

Capital One Investing's VOT Position: Q3 2019 in Review

Capital One Investing held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2019 at 2,119 shares worth $314K. The position accounts for 0.07% of the portfolio, ranked #150.

Capital One Investing first reported a position in VOT in Q4 2018 and has held it in 4 quarters since. The position peaked at $374K in Q1 2019. 420 funds tracked by Wall St. Rank hold VOT as of Q3 2019.

  • Capital One Investing held 2,119 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $314K as of Q3 2019.
  • Capital One Investing left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2019.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.07% of Capital One Investing's portfolio in Q3 2019, its #150 holding.
  • Capital One Investing first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2018 and has held it in 4 quarters since.
  • Capital One Investing's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $374K in Q1 2019.
  • 420 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2019.

Based on Capital One Investing's 13F filing for Q3 2019, filed 14 Nov 2019.