Eaton Vance Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Eaton Vance 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
2022 Q3	$957K	Sell	5,611 -775	-12%	-$147K	﹤0.01%	1237
2022 Q2	$1.12M	Sell	6,386 -825	-11%	-$160K	﹤0.01%	1234
2022 Q1	$1.61M	Sell	7,211 -131	-2%	-$28.9K	﹤0.01%	1245
2021 Q4	$1.87M	Sell	7,342 -325	-4%	-$81.9K	﹤0.01%	1041
2021 Q3	$1.57M	Sell	7,667 -25	-0.3%	-$6.05K	﹤0.01%	985
2021 Q2	$1.82M	Sell	7,692 -150	-2%	-$33.6K	﹤0.01%	1034
2021 Q1	$1.68M	Buy	7,842 +50	+0.6%	+$10.8K	﹤0.01%	1015
2020 Q4	$1.65M	Buy	7,792 +1,000	+15%	+$197K	﹤0.01%	968
2020 Q3	$1.22M	Buy	6,792 +25	+0.4%	+$4.41K	﹤0.01%	944
2020 Q2	$1.12M	Buy	6,767 +250	+4%	+$37.8K	﹤0.01%	939
2020 Q1	$826K	Sell	6,517 -225	-3%	-$34.2K	﹤0.01%	958
2019 Q4	$1.07M	Sell	6,742 -637	-9%	-$97.2K	﹤0.01%	971
2019 Q3	$1.09M	Sell	7,379 -1,725	-19%	-$258K	﹤0.01%	934
2019 Q2	$1.36M	Sell	9,104 -101	-1%	-$14.7K	﹤0.01%	881
2019 Q1	$1.31M	Sell	9,205 -3,838	-29%	-$516K	﹤0.01%	857
2018 Q4	$1.56M	Sell	13,043 -8,469	-39%	-$1.09M	﹤0.01%	784
2018 Q3	$3.06M	Hold	21,512	–	–	0.01%	653
2018 Q2	$2.89M	Sell	21,512 -21,512	-50%	-$2.86M	0.01%	649
2018 Q1	$5.58M	Buy	43,024 +20,472	+91%	+$2.69M	0.01%	642
2017 Q4	$2.88M	Buy	22,552 +125	+0.6%	+$15.7K	0.01%	632
2017 Q3	$2.73M	Buy	22,427 +915	+4%	+$109K	0.01%	631
2017 Q2	$2.53M	Sell	21,512 -282	-1%	-$32.8K	0.01%	622
2017 Q1	$2.46M	Buy	21,794 +3,410	+19%	+$379K	0.01%	600
2016 Q4	$1.94M	Hold	18,384	–	–	0.01%	609
2016 Q3	$1.96M	Buy	18,384 +6,337	+53%	+$671K	0.01%	583
2016 Q2	$1.23M	Hold	12,047	–	–	﹤0.01%	657
2016 Q1	$1.21M	Sell	12,047 -108	-0.9%	-$10.1K	﹤0.01%	640
2015 Q4	$1.21M	Sell	12,155 -865	-7%	-$87.6K	﹤0.01%	642
2015 Q3	$1.27M	Buy	13,020 +3	+0%	+$313	﹤0.01%	628
2015 Q2	$1.39M	Buy	13,017 +4,600	+55%	+$498K	﹤0.01%	578
2015 Q1	$909K	Buy	8,417 +400	+5%	+$41.7K	﹤0.01%	698
2014 Q4	$815K	Buy	+8,017	New	+$793K	﹤0.01%	697

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Eaton Vance Management's VOT Position: Q3 2022 in Review

Eaton Vance Management reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 12% in Q3 2022, selling an estimated $147K and leaving 5,611 shares worth $957K. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

Eaton Vance Management first reported a position in VOT in Q4 2014 and has held it in 32 quarters since. The position peaked at $5.58M in Q1 2018. 677 funds tracked by Wall St. Rank hold VOT as of Q3 2022.

Eaton Vance Management held 5,611 shares of Vanguard Mid-Cap Growth ETF worth $957K as of Q3 2022.
Eaton Vance Management sold 775 Vanguard Mid-Cap Growth ETF shares in Q3 2022, an estimated $147K.
Vanguard Mid-Cap Growth ETF made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1237 holding.
Eaton Vance Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2014 and has held it in 32 quarters since.
Eaton Vance Management's Vanguard Mid-Cap Growth ETF position peaked at $5.58M in Q1 2018.
677 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.