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Trust Company of Oklahoma’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Trust Company of Oklahoma’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
2018
Q1 		– Sell
-3,421
Closed -$437K – 132
2017
Q4 		$437K Buy
+3,421
New +$429K 0.21% 85

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UBS Group
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Wells Fargo
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Trust Company of Oklahoma's VOT Position: Q1 2018 in Review

Trust Company of Oklahoma sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2018, closing a stake of 3,421 shares — an estimated $437K sold.

Trust Company of Oklahoma first reported a position in VOT in Q4 2017 and held it in 1 quarter. The position peaked at $437K in Q4 2017. 348 funds tracked by Wall St. Rank hold VOT as of Q1 2018.

  • Trust Company of Oklahoma reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2018 after selling out during the quarter.
  • Trust Company of Oklahoma sold 3,421 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2018, an estimated $437K.
  • Trust Company of Oklahoma first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2017 and held it in 1 quarter.
  • Trust Company of Oklahoma's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $437K in Q4 2017.
  • 348 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2018.

Based on Trust Company of Oklahoma's 13F filing for Q1 2018, filed 20 Apr 2018.