3D Asset Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

3D 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
2020 Q3	$998K	Sell	5,538 -1,587	-22%	-$280K	0.28%	27
2020 Q2	$1.18M	Sell	7,125 -1,619	-19%	-$245K	0.33%	26
2020 Q1	$1.11M	Buy	8,744 +433	+5%	+$65.8K	0.33%	22
2019 Q4	$1.32M	Buy	8,311 +171	+2%	+$26.1K	0.31%	22
2019 Q3	$1.21M	Buy	8,140 +926	+13%	+$139K	0.29%	22
2019 Q2	$1.08M	Sell	7,214 -309	-4%	-$45.1K	0.26%	23
2019 Q1	$1.07M	Buy	7,523 +430	+6%	+$57.8K	0.25%	22
2018 Q4	$849K	Buy	7,093 +38	+0.5%	+$4.88K	0.22%	25
2018 Q3	$1M	Buy	7,055 +480	+7%	+$67.2K	0.23%	25
2018 Q2	$884K	Buy	6,575 +756	+13%	+$100K	0.21%	26
2018 Q1	$754K	Buy	5,819 +3,059	+111%	+$402K	0.18%	27
2017 Q4	$352K	Sell	2,760 -6	-0.2%	-$753	0.08%	43
2017 Q3	$337K	Sell	2,766 -2,967	-52%	-$354K	0.08%	44
2017 Q2	$675K	Sell	5,733 -2,901	-34%	-$337K	0.17%	31
2017 Q1	$975K	Sell	8,634 -74	-0.8%	-$8.23K	0.25%	25
2016 Q4	$920K	Buy	8,708 +466	+6%	+$48.9K	0.25%	27
2016 Q3	$877K	Buy	8,242 +5,895	+251%	+$624K	0.24%	29
2016 Q2	$239K	Buy	2,347 +6	+0.3%	+$606	0.07%	49
2016 Q1	$235K	Buy	+2,341	New	+$218K	0.07%	47

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

3D Asset Management's VOT Position: Q3 2020 in Review

3D Asset Management reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 22% in Q3 2020, selling an estimated $280K and leaving 5,538 shares worth $998K. The position accounts for 0.28% of the portfolio, ranked #27.

3D Asset Management first reported a position in VOT in Q1 2016 and has held it in 19 quarters since. The position peaked at $1.32M in Q4 2019. 528 funds tracked by Wall St. Rank hold VOT as of Q3 2020.

3D Asset Management held 5,538 shares of Vanguard Mid-Cap Growth ETF worth $998K as of Q3 2020.
3D Asset Management sold 1,587 Vanguard Mid-Cap Growth ETF shares in Q3 2020, an estimated $280K.
Vanguard Mid-Cap Growth ETF made up 0.28% of 3D Asset Management's portfolio in Q3 2020, its #27 holding.
3D Asset Management first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2016 and has held it in 19 quarters since.
3D Asset Management's Vanguard Mid-Cap Growth ETF position peaked at $1.32M in Q4 2019.
528 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2020.

Based on 3D Asset Management's 13F filing for Q3 2020, filed 9 Nov 2020.