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Williams Jones & Associates’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Williams Jones & Associates’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
Q2 		– Sell
-1,618
Closed -$231K – 420
2019
Q1 		$231K Buy
+1,618
New +$218K 0.01% 362
2018
Q4 		– Sell
-1,463
Closed -$208K – 429
2018
Q3 		$208K Buy
+1,463
New +$205K ﹤0.01% 405

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 $202B AUM 37.79% 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 $424B AUM 22.96% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Williams Jones & Associates's VOT Position: Q2 2019 in Review

Williams Jones & Associates sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2019, closing a stake of 1,618 shares — an estimated $231K sold.

Williams Jones & Associates first reported a position in VOT in Q3 2018 and held it in 2 quarters. The position peaked at $231K in Q1 2019. 418 funds tracked by Wall St. Rank hold VOT as of Q2 2019.

  • Williams Jones & Associates reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Williams Jones & Associates sold 1,618 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2019, an estimated $231K.
  • Williams Jones & Associates first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2018 and held it in 2 quarters.
  • Williams Jones & Associates's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $231K in Q1 2019.
  • 418 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2019.

Based on Williams Jones & Associates's 13F filing for Q2 2019, filed 14 Aug 2019.