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
Search
Sign in
Sign up
PCG
Private Capital Group’s
Vanguard Mid-Cap Growth ETF
VOT
Stock Holding History
Private Capital Group’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
2022
Q2
$2.19M
Sell
12,476
-70,881
-85%
-$13.7M
1.65%
7
2022
Q1
$18.6M
Sell
83,357
-319
-0.4%
-$70.4K
4.21%
3
2021
Q4
$21.3M
Sell
83,676
-1,630
-2%
-$411K
4.52%
3
2021
Q3
$20.2M
Buy
85,306
+92
+0.1%
+$22.3K
4.54%
3
2021
Q2
$20.1M
Buy
85,214
+391
+0.5%
+$87.7K
4.58%
3
2021
Q1
$18.2M
Sell
84,823
-37,381
-31%
-$8.11M
4.52%
3
2020
Q4
$25.9M
Sell
122,204
-4,116
-3%
-$811K
4.78%
3
2020
Q3
$22.8M
Sell
126,320
-4,635
-4%
-$817K
4.78%
3
2020
Q2
$21.6M
Buy
130,955
+9,728
+8%
+$1.47M
4.68%
3
2020
Q1
$15.4M
Buy
121,227
+6,992
+6%
+$1.06M
3.97%
3
2019
Q4
$18.1M
Sell
114,235
-21,605
-16%
-$3.3M
3.87%
4
2019
Q3
$20.1M
Buy
135,840
+60,978
+81%
+$9.13M
3.57%
3
2019
Q2
$10.1M
Sell
74,862
-47,560
-39%
-$6.94M
2.3%
4
2019
Q1
$17.5M
Buy
122,422
+17,228
+16%
+$2.32M
3.33%
4
2018
Q4
$12.6M
Buy
105,194
+15,744
+18%
+$2.02M
2.72%
5
2018
Q3
$12.8M
Buy
89,450
+12,244
+16%
+$1.72M
2.56%
4
2018
Q2
$10.4M
Buy
77,206
+6,178
+9%
+$821K
2.25%
6
2018
Q1
$9.21M
Buy
71,028
+11,767
+20%
+$1.55M
2.05%
9
2017
Q4
$7.57K
Buy
+59,261
New
+$7.43M
1.79%
11
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
$564B AUM
30.12%
1-Year Est. Return
TF
TIAA FSB
Jacksonville, Florida
$27.6B AUM
14.26%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
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
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
Sign up
Sign in
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
Theme
Close