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Vista Investment Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Vista Investment Management’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
2022
Q1 		– Sell
-1,434
Closed -$365K – 175
2021
Q4 		$365K Sell
1,434
-9
-0.6% -$2.27K 0.2% 118
2021
Q3 		$341K Sell
1,443
-3
-0.2% -$726 0.2% 120
2021
Q2 		$342K Sell
1,446
-28
-2% -$6.28K 0.2% 121
2021
Q1 		$316K Sell
1,474
-114
-7% -$24.7K 0.2% 121
2020
Q4 		$337K Buy
1,588
+412
+35% +$81.1K 0.23% 113
2020
Q3 		$212K Buy
+1,176
New +$207K 0.16% 131

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Vista Investment Management's VOT Position: Q1 2022 in Review

Vista Investment Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2022, closing a stake of 1,434 shares — an estimated $365K sold.

Vista Investment Management first reported a position in VOT in Q3 2020 and held it in 6 quarters. The position peaked at $365K in Q4 2021. 728 funds tracked by Wall St. Rank hold VOT as of Q1 2022.

  • Vista Investment Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Vista Investment Management sold 1,434 Vanguard Mid-Cap Growth ETF shares in Q1 2022, an estimated $365K.
  • Vista Investment Management first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2020 and held it in 6 quarters.
  • Vista Investment Management's Vanguard Mid-Cap Growth ETF position peaked at $365K in Q4 2021.
  • 728 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2022.

Based on Vista Investment Management's 13F filing for Q1 2022, filed 13 May 2022.