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Winslow Evans & Crocker’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$875K Buy
4,128
+3,308
+403% +$651K 0.17% 139
2020
Q3 		$148K Hold
820
– – 0.04% 307
2020
Q2 		$136K Buy
820
+64
+8% +$9.68K 0.04% 310
2020
Q1 		$98K Sell
756
-230
-23% -$34.9K 0.03% 333
2019
Q4 		$158K Sell
986
-22
-2% -$3.36K 0.04% 321
2019
Q3 		$152K Sell
1,008
-40
-4% -$5.99K 0.04% 318
2019
Q2 		$158K Buy
1,048
+190
+22% +$27.7K 0.04% 320
2019
Q1 		$124K Buy
858
+110
+15% +$14.8K 0.04% 346
2018
Q4 		$90K Sell
748
-320
-30% -$41.1K 0.03% 377
2018
Q3 		$154K Hold
1,068
– – 0.05% 299
2018
Q2 		$144K Buy
1,068
+126
+13% +$16.7K 0.05% 307
2018
Q1 		$122K Buy
942
+324
+52% +$42.6K 0.04% 321
2017
Q4 		$78.8K Hold
618
– – 0.03% 405
2017
Q3 		$75.1K Sell
618
-1,034
-63% -$123K 0.02% 405
2017
Q2 		$194K Sell
1,652
-202
-11% -$23.5K 0.05% 321
2017
Q1 		$209K Sell
1,854
-448
-19% -$49.8K 0.07% 292
2016
Q4 		$243K Buy
2,302
+36
+2% +$3.78K 0.07% 262
2016
Q3 		$241K Sell
2,266
-94
-4% -$9.95K 0.07% 272
2016
Q2 		$240K Hold
2,360
– – 0.07% 256
2016
Q1 		$237K Hold
2,360
– – 0.07% 243
2015
Q4 		$235K Hold
2,360
– – 0.07% 269
2015
Q3 		$230K Hold
2,360
– – 0.07% 251
2015
Q2 		$252K Buy
2,360
+94
+4% +$10.2K 0.07% 262
2015
Q1 		$245K Hold
2,266
– – 0.07% 272
2014
Q4 		$230K Hold
2,266
– – 0.07% 269
2014
Q3 		$218K Buy
2,266
+1,338
+144% +$130K 0.06% 298
2014
Q2 		$89.4K Buy
928
+50
+6% +$4.63K 0.03% 388
2014
Q1 		$81.3K Hold
878
– – 0.03% 403
2013
Q4 		$79K Buy
+878
New +$76.6K 0.03% 437

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Winslow Evans & Crocker's VOT Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 403% in Q4 2020, buying an estimated $651K and bringing the position to 4,128 shares worth $875K. The position accounts for 0.17% of the portfolio, ranked #139.

Winslow Evans & Crocker first reported a position in VOT in Q4 2013 and has held it in 29 quarters since. 612 funds tracked by Wall St. Rank hold VOT as of Q4 2020.

  • Winslow Evans & Crocker held 4,128 shares of Vanguard Mid-Cap Growth ETF worth $875K as of Q4 2020.
  • Winslow Evans & Crocker bought 3,308 Vanguard Mid-Cap Growth ETF shares in Q4 2020, an estimated $651K.
  • Vanguard Mid-Cap Growth ETF made up 0.17% of Winslow Evans & Crocker's portfolio in Q4 2020, its #139 holding.
  • Winslow Evans & Crocker first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2013 and has held it in 29 quarters since.
  • 612 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.