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KTM
Keeler Thomas Management’s
Vanguard Mid-Cap Growth ETF
VOT
Stock Holding History
Keeler Thomas Management’s Portfolio
VOT Stock Details
VOT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
–
Sell
-1,035
Closed
-$202K
–
72
2023
Q1
$202K
Sell
1,035
-5,209
-83%
-$997K
0.09%
68
2022
Q4
$1.11M
Buy
6,244
+4,361
+232%
+$790K
0.56%
48
2022
Q3
$229K
Sell
1,883
-8,401
-82%
-$1.59M
0.12%
61
2022
Q2
$1.8M
Sell
10,284
-3,408
-25%
-$660K
0.89%
37
2022
Q1
$3.05M
Sell
13,692
-1,346
-9%
-$297K
1.46%
26
2021
Q4
$3.83M
Sell
15,038
-287
-2%
-$72.3K
1.66%
23
2021
Q3
$3.62M
Sell
15,325
-264
-2%
-$63.9K
1.72%
26
2021
Q2
$3.68M
Sell
15,589
-6,594
-30%
-$1.48M
1.8%
25
2021
Q1
$4.76M
Sell
22,183
-8,219
-27%
-$1.78M
2.51%
11
2020
Q4
$6.45M
Buy
30,402
+25,757
+555%
+$5.07M
3.63%
5
2020
Q3
$836K
Buy
4,645
+194
+4%
+$34.2K
0.53%
53
2020
Q2
$764K
Buy
+4,451
New
+$673K
0.55%
49
Other funds holding VOT
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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
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$173B AUM
20.72%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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
TF
TIAA FSB
Jacksonville, Florida
$27.6B AUM
14.26%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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