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Little House Capital’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Little House Capital’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
-6,170
Closed -$980K – 109
2019
Q4 		$980K Sell
6,170
-303
-5% -$46.2K 0.85% 45
2019
Q3 		$959K Sell
6,473
-395
-6% -$59.2K 0.73% 53
2019
Q2 		$1.05K Sell
6,868
-1,162
-14% -$169K 0.7% 50
2019
Q1 		$1.15M Sell
8,030
-2,416
-23% -$325K 0.86% 44
2018
Q4 		$1.25M Buy
+10,446
New +$1.34M 1.21% 31

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

Little House Capital's VOT Position: Q1 2020 in Review

Little House Capital sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2020, closing a stake of 6,170 shares — an estimated $980K sold.

Little House Capital first reported a position in VOT in Q4 2018 and held it in 5 quarters. The position peaked at $1.25M in Q4 2018. 457 funds tracked by Wall St. Rank hold VOT as of Q1 2020.

  • Little House Capital reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Little House Capital sold 6,170 Vanguard Mid-Cap Growth ETF shares in Q1 2020, an estimated $980K.
  • Little House Capital first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2018 and held it in 5 quarters.
  • Little House Capital's Vanguard Mid-Cap Growth ETF position peaked at $1.25M in Q4 2018.
  • 457 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2020.

Based on Little House Capital's 13F filing for Q1 2020, filed 15 May 2020.