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VOT icon

CPWM LLC’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

CPWM LLC’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
2022
Q3 		$426K Buy
+2,498
New +$473K 0.04% 213
2022
Q2 		– Sell
-2,602
Closed -$580K – 408
2022
Q1 		$580K Buy
+2,602
New +$574K 0.04% 195
2016
Q4 		– Sell
-2,461
Closed -$262K – 273
2016
Q3 		$262K Hold
2,461
– – 0.06% 216
2016
Q2 		$251K Sell
2,461
-545
-18% -$55K 0.06% 221
2016
Q1 		$301K Hold
3,006
– – 0.07% 199
2015
Q4 		$300K Sell
3,006
-518
-15% -$52.5K 0.06% 214
2015
Q3 		$343K Buy
+3,524
New +$368K 0.08% 172

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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 $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return