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ICW Investment Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

ICW Investment Advisors’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
-766
Closed -$122K – 178
2019
Q4 		$122K Buy
+766
New +$117K 0.1% 122

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

ICW Investment Advisors's VOT Position: Q1 2020 in Review

ICW Investment Advisors sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2020, closing a stake of 766 shares — an estimated $122K sold.

ICW Investment Advisors first reported a position in VOT in Q4 2019 and held it in 1 quarter. The position peaked at $122K in Q4 2019. 457 funds tracked by Wall St. Rank hold VOT as of Q1 2020.

  • ICW Investment Advisors reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
  • ICW Investment Advisors sold 766 Vanguard Mid-Cap Growth ETF shares in Q1 2020, an estimated $122K.
  • ICW Investment Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2019 and held it in 1 quarter.
  • ICW Investment Advisors's Vanguard Mid-Cap Growth ETF position peaked at $122K in Q4 2019.
  • 457 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2020.

Based on ICW Investment Advisors's 13F filing for Q1 2020, filed 12 May 2020.