QCMC
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Quantum Capital Management (California)’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Quantum Capital Management (California)’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
-2,138
Closed -$339K – 322
2019
Q4 		$339K Buy
+2,138
New +$326K 0.16% 113
2019
Q1 		– Sell
-8,411
Closed -$1.01M – 177
2018
Q4 		$1.01M Buy
+8,411
New +$1.08M 0.58% 57

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Quantum Capital Management (California)'s VOT Position: Q1 2020 in Review

Quantum Capital Management (California) sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2020, closing a stake of 2,138 shares — an estimated $339K sold.

Quantum Capital Management (California) first reported a position in VOT in Q4 2018 and held it in 2 quarters. The position peaked at $1.01M in Q4 2018. 456 funds tracked by Wall St. Rank hold VOT as of Q1 2020.

  • Quantum Capital Management (California) reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Quantum Capital Management (California) sold 2,138 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2020, an estimated $339K.
  • Quantum Capital Management (California) first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2018 and held it in 2 quarters.
  • Quantum Capital Management (California)'s Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.01M in Q4 2018.
  • 456 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2020.

Based on Quantum Capital Management (California)'s 13F filing for Q1 2020, filed 26 May 2020.