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Whitener Capital Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Whitener Capital 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
2019
Q4 		– Sell
-70
Closed -$10K – 423
2019
Q3 		$10K Hold
70
– – 0.01% 358
2019
Q2 		$10K Hold
70
– – 0.01% 354
2019
Q1 		$9K Hold
70
– – 0.01% 349
2018
Q4 		$8K Hold
70
– – 0.01% 337
2018
Q3 		$9K Buy
+70
New +$9.8K 0.01% 347
2018
Q2 		– Sell
-70
Closed -$9K – 396
2018
Q1 		$9K Hold
70
– – 0.01% 345
2017
Q4 		$8K Buy
+70
New +$8.78K 0.01% 343

Other funds holding VOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Whitener Capital Management's VOT Position: Q4 2019 in Review

Whitener Capital Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2019, closing a stake of 70 shares — an estimated $10K sold.

Whitener Capital Management first reported a position in VOT in Q4 2017 and held it in 7 quarters. The position peaked at $10K in Q3 2019. 482 funds tracked by Wall St. Rank hold VOT as of Q4 2019.

  • Whitener Capital Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2019 after selling out during the quarter.
  • Whitener Capital Management sold 70 Vanguard Mid-Cap Growth ETF shares in Q4 2019, an estimated $10K.
  • Whitener Capital Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2017 and held it in 7 quarters.
  • Whitener Capital Management's Vanguard Mid-Cap Growth ETF position peaked at $10K in Q3 2019.
  • 482 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.