Chevy Chase Trust
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Chevy Chase Trust’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Chevy Chase Trust’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
-577
Closed -$92K – 1032
2019
Q4 		$92K Buy
+577
New +$88K ﹤0.01% 734
2019
Q1 		– Sell
-1,088
Closed -$130K – 727
2018
Q4 		$130K Buy
+1,088
New +$140K ﹤0.01% 665

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

Chevy Chase Trust's VOT Position: Q1 2020 in Review

Chevy Chase Trust sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2020, closing a stake of 577 shares — an estimated $92K sold.

Chevy Chase Trust first reported a position in VOT in Q4 2018 and held it in 2 quarters. The position peaked at $130K in Q4 2018. 457 funds tracked by Wall St. Rank hold VOT as of Q1 2020.

  • Chevy Chase Trust reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Chevy Chase Trust sold 577 Vanguard Mid-Cap Growth ETF shares in Q1 2020, an estimated $92K.
  • Chevy Chase Trust first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2018 and held it in 2 quarters.
  • Chevy Chase Trust's Vanguard Mid-Cap Growth ETF position peaked at $130K in Q4 2018.
  • 457 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2020.

Based on Chevy Chase Trust's 13F filing for Q1 2020, filed 13 May 2020.