3D/L Capital Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

3D/L Capital 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
2023 Q4	–	Sell	-2,802	Closed	-$546K	–	65
2023 Q3	$546K	Buy	2,802 +4	+0.1%	+$817	0.18%	51
2023 Q2	$576K	Buy	2,798 +36	+1%	+$6.98K	0.17%	55
2023 Q1	$538K	Sell	2,762 -266	-9%	-$50.9K	0.14%	56
2022 Q4	$544K	Sell	3,028 -77	-2%	-$14K	0.15%	57
2022 Q3	$530K	Sell	3,105 -275	-8%	-$52.1K	0.16%	50
2022 Q2	$593K	Sell	3,380 -318	-9%	-$61.6K	0.17%	49
2022 Q1	$824K	Sell	3,698 -320	-8%	-$70.6K	0.2%	43
2021 Q4	$1.02M	Sell	4,018 -762	-16%	-$192K	0.24%	37
2021 Q3	$1.13M	Sell	4,780 -1,224	-20%	-$296K	0.27%	34
2021 Q2	$1.42M	Buy	6,004 +549	+10%	+$123K	0.34%	31
2021 Q1	$1.17M	Buy	+5,455	New	+$1.18M	0.3%	30

Other funds holding VOT

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

3D/L Capital Management's VOT Position: Q4 2023 in Review

3D/L Capital Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2023, closing a stake of 2,802 shares — an estimated $546K sold.

3D/L Capital Management first reported a position in VOT in Q1 2021 and held it in 11 quarters. The position peaked at $1.42M in Q2 2021. 841 funds tracked by Wall St. Rank hold VOT as of Q4 2023.

3D/L Capital Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
3D/L Capital Management sold 2,802 Vanguard Mid-Cap Growth ETF shares in Q4 2023, an estimated $546K.
3D/L Capital Management first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2021 and held it in 11 quarters.
3D/L Capital Management's Vanguard Mid-Cap Growth ETF position peaked at $1.42M in Q2 2021.
841 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2023.

Based on 3D/L Capital Management's 13F filing for Q4 2023.