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1 North Wealth Services’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

1 North Wealth Services’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 		$7K Hold
47
– – ﹤0.01% 230
2019
Q3 		$7K Buy
+47
New +$7.04K ﹤0.01% 185

Other funds holding VOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $617B AUM 30.33% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

1 North Wealth Services's VOT Position: Q4 2019 in Review

1 North Wealth Services held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q4 2019 at 47 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

1 North Wealth Services first reported a position in VOT in Q3 2019 and has held it in 2 quarters since. 483 funds tracked by Wall St. Rank hold VOT as of Q4 2019.

  • 1 North Wealth Services held 47 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $7K as of Q4 2019.
  • 1 North Wealth Services left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q4 2019.
  • Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of 1 North Wealth Services's portfolio in Q4 2019, its #230 holding.
  • 1 North Wealth Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2019 and has held it in 2 quarters since.
  • 483 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.