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Wilbanks Smith & Thomas Asset Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Wilbanks Smith & Thomas Asset 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
2024
Q1 		$423K Sell
1,792
-24
-1% -$5.38K 0.01% 370
2023
Q4 		$399K Hold
1,816
– – 0.01% 370
2023
Q3 		$354K Sell
1,816
-129
-7% -$26.3K 0.01% 372
2023
Q2 		$400K Buy
1,945
+101
+5% +$19.6K 0.01% 363
2023
Q1 		$359K Buy
+1,844
New +$353K 0.01% 370
2022
Q1 		– Sell
-898
Closed -$229K – 541
2021
Q4 		$229K Hold
898
– – 0.01% 468
2021
Q3 		$212K Hold
898
– – 0.01% 471
2021
Q2 		$212K Sell
898
-550
-38% -$123K 0.01% 466
2021
Q1 		$311K Buy
+1,448
New +$314K 0.01% 361
2019
Q4 		– Sell
-2,108
Closed -$312K – 446
2019
Q3 		$312K Sell
2,108
-130
-6% -$19.5K 0.02% 306
2019
Q2 		$334K Buy
+2,238
New +$326K 0.02% 294
2018
Q4 		– Sell
-26,361
Closed -$3.76M – 1280
2018
Q3 		$3.76M Sell
26,361
-21,895
-45% -$3.07M 0.23% 88
2018
Q2 		$6.49M Sell
48,256
-630
-1% -$83.7K 0.52% 36
2018
Q1 		$6.34M Buy
48,886
+4,577
+10% +$601K 0.51% 40
2017
Q4 		$5.66M Buy
44,309
+1,039
+2% +$130K 0.45% 43
2017
Q3 		$5.27M Sell
43,270
-3,565
-8% -$425K 0.44% 46
2017
Q2 		$5.51M Buy
+46,835
New +$5.44M 0.48% 39
2016
Q3 		– Sell
-34,900
Closed -$3.56M – 310
2016
Q2 		$3.56M Buy
34,900
+955
+3% +$96.5K 0.37% 52
2016
Q1 		$3.4M Buy
+33,945
New +$3.17M 0.41% 48
2015
Q3 		– Sell
-17,428
Closed -$1.86M – 313
2015
Q2 		$1.86M Buy
17,428
+2,012
+13% +$218K 0.18% 83
2015
Q1 		$1.67M Buy
15,416
+10,343
+204% +$1.08M 0.16% 92
2014
Q4 		$515K Buy
+5,073
New +$502K 0.05% 172

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's VOT Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 1.3% in Q1 2024, selling an estimated $5.38K and leaving 1,792 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #370.

Wilbanks Smith & Thomas Asset Management first reported a position in VOT in Q4 2014 and has held it in 22 quarters since. The position peaked at $6.49M in Q2 2018. 865 funds tracked by Wall St. Rank hold VOT as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 1,792 shares of Vanguard Mid-Cap Growth ETF worth $423K as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management sold 24 Vanguard Mid-Cap Growth ETF shares in Q1 2024, an estimated $5.38K.
  • Vanguard Mid-Cap Growth ETF made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #370 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2014 and has held it in 22 quarters since.
  • Wilbanks Smith & Thomas Asset Management's Vanguard Mid-Cap Growth ETF position peaked at $6.49M in Q2 2018.
  • 865 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.