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

Cox 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
2020
Q2 		– Sell
-290
Closed -$46K – 187
2020
Q1 		$46K Buy
+290
New +$44K 0.04% 106

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cox Capital Management's VOT Position: Q2 2020 in Review

Cox Capital Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q2 2020, closing a stake of 290 shares — an estimated $46K sold.

Cox Capital Management first reported a position in VOT in Q1 2020 and held it in 1 quarter. The position peaked at $46K in Q1 2020. 510 funds tracked by Wall St. Rank hold VOT as of Q2 2020.

  • Cox Capital Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Cox Capital Management sold 290 Vanguard Mid-Cap Growth ETF shares in Q2 2020, an estimated $46K.
  • Cox Capital Management first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2020 and held it in 1 quarter.
  • Cox Capital Management's Vanguard Mid-Cap Growth ETF position peaked at $46K in Q1 2020.
  • 510 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2020.

Based on Cox Capital Management's 13F filing for Q2 2020, filed 1 Jul 2020.