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Credit Suisse’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Credit Suisse’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
2023
Q1 		– Sell
-234
Closed -$42.1K – 3740
2022
Q4 		$42.1K Sell
234
-104
-31% -$18.8K ﹤0.01% 3419
2022
Q3 		$58K Buy
338
+118
+54% +$22.3K ﹤0.01% 3518
2022
Q2 		$39K Buy
+220
New +$42.6K ﹤0.01% 3654
2020
Q1 		– Sell
-4,578
Closed -$727K – 4261
2019
Q4 		$727K Sell
4,578
-15,759
-77% -$2.4M ﹤0.01% 3338
2019
Q3 		$3.01M Buy
+20,337
New +$3.05M ﹤0.01% 2153
2019
Q1 		– Sell
-23,845
Closed -$2.85M – 4159
2018
Q4 		$2.85M Buy
+23,845
New +$3.06M ﹤0.01% 1984
2017
Q4 		– Sell
-96,723
Closed -$11.8M – 4211
2017
Q3 		$11.8M Buy
96,723
+47,706
+97% +$5.69M 0.01% 1157
2017
Q2 		$5.77M Buy
+49,017
New +$5.7M 0.01% 1545
2016
Q2 		– Sell
-17,785
Closed -$1.78M – 4360
2016
Q1 		$1.78M Buy
+17,785
New +$1.66M ﹤0.01% 2286
2015
Q4 		– Sell
-55,718
Closed -$5.42M – 4376
2015
Q3 		$5.42M Buy
55,718
+46,027
+475% +$4.8M 0.01% 1506
2015
Q2 		$1.03M Sell
9,691
-13,521
-58% -$1.46M ﹤0.01% 3150
2015
Q1 		$2.51M Buy
23,212
+14,070
+154% +$1.47M ﹤0.01% 2202
2014
Q4 		$929K Buy
9,142
+647
+8% +$64K ﹤0.01% 3195
2014
Q3 		$818K Sell
8,495
-195
-2% -$18.9K ﹤0.01% 3229
2014
Q2 		$837K Sell
8,690
-19,543
-69% -$1.81M ﹤0.01% 3440
2014
Q1 		$2.62M Buy
28,233
+22,321
+378% +$2.04M ﹤0.01% 2313
2013
Q4 		$534K Sell
5,912
-1,600
-21% -$140K ﹤0.01% 3734
2013
Q3 		$640K Buy
7,512
+4,183
+126% +$346K ﹤0.01% 3333
2013
Q2 		$260K Buy
+3,329
New +$260K ﹤0.01% 3714

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Credit Suisse's VOT Position: Q1 2023 in Review

Credit Suisse sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2023, closing a stake of 234 shares — an estimated $42.1K sold.

Credit Suisse first reported a position in VOT in Q2 2013 and held it in 19 quarters. The position peaked at $11.8M in Q3 2017. 748 funds tracked by Wall St. Rank hold VOT as of Q1 2023.

  • Credit Suisse reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Credit Suisse sold 234 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2023, an estimated $42.1K.
  • Credit Suisse first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2013 and held it in 19 quarters.
  • Credit Suisse's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $11.8M in Q3 2017.
  • 748 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2023.

Based on Credit Suisse's 13F filing for Q1 2023, filed 10 May 2023.