Washington Trust’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Washington Trust’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
2023 Q2	–	Sell	-293	Closed	-$57.1K	–	962
2023 Q1	$57.1K	Hold	293	–	–	﹤0.01%	396
2022 Q4	$52.7K	Hold	293	–	–	﹤0.01%	395
2022 Q3	$50K	Hold	293	–	–	﹤0.01%	390
2022 Q2	$51K	Hold	293	–	–	﹤0.01%	406
2022 Q1	$65K	Hold	293	–	–	﹤0.01%	387
2021 Q4	$75K	Hold	293	–	–	﹤0.01%	377
2021 Q3	$69K	Hold	293	–	–	﹤0.01%	473
2021 Q2	$69K	Hold	293	–	–	﹤0.01%	464
2021 Q1	$63K	Hold	293	–	–	﹤0.01%	463
2020 Q4	$62K	Hold	293	–	–	﹤0.01%	454
2020 Q3	$53K	Hold	293	–	–	﹤0.01%	436
2020 Q2	$48K	Sell	293 -164	-36%	-$24.8K	﹤0.01%	398
2020 Q1	$58K	Buy	+457	New	+$69.4K	﹤0.01%	374

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Washington Trust's VOT Position: Q2 2023 in Review

Washington Trust sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q2 2023, closing a stake of 293 shares — an estimated $57.1K sold.

Washington Trust first reported a position in VOT in Q1 2020 and held it in 13 quarters. The position peaked at $75K in Q4 2021. 745 funds tracked by Wall St. Rank hold VOT as of Q2 2023.

Washington Trust reported no remaining Vanguard Mid-Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
Washington Trust sold 293 Vanguard Mid-Cap Growth ETF shares in Q2 2023, an estimated $57.1K.
Washington Trust first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2020 and held it in 13 quarters.
Washington Trust's Vanguard Mid-Cap Growth ETF position peaked at $75K in Q4 2021.
745 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2023.

Based on Washington Trust's 13F filing for Q2 2023, filed 27 Jul 2023.