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McKinley Carter Wealth Services’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

McKinley Carter Wealth Services’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
-362
Closed -$57K – 184
2019
Q4 		$57K Buy
+362
New +$55.2K 0.01% 176
2018
Q2 		– Sell
-27
Closed -$3K – 379
2018
Q1 		$3K Buy
+27
New +$3.55K ﹤0.01% 416

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

McKinley Carter Wealth Services's VOT Position: Q1 2020 in Review

McKinley Carter Wealth Services sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2020, closing a stake of 362 shares — an estimated $57K sold.

McKinley Carter Wealth Services first reported a position in VOT in Q1 2018 and held it in 2 quarters. The position peaked at $57K in Q4 2019. 457 funds tracked by Wall St. Rank hold VOT as of Q1 2020.

  • McKinley Carter Wealth Services reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 362 Vanguard Mid-Cap Growth ETF shares in Q1 2020, an estimated $57K.
  • McKinley Carter Wealth Services first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2018 and held it in 2 quarters.
  • McKinley Carter Wealth Services's Vanguard Mid-Cap Growth ETF position peaked at $57K in Q4 2019.
  • 457 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2020.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2020, filed 1 May 2020.