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ACG Wealth’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

ACG Wealth’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
2022
Q3 		$258K Hold
1,510
– – 0.06% 214
2022
Q2 		$265K Hold
1,510
– – 0.05% 219
2022
Q1 		$336K Hold
1,510
– – 0.06% 211
2021
Q4 		$384K Buy
+1,510
New +$381K 0.05% 237

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ACG Wealth's VOT Position: Q3 2022 in Review

ACG Wealth held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q3 2022 at 1,510 shares worth $258K. The position accounts for 0.06% of the portfolio, ranked #214.

ACG Wealth first reported a position in VOT in Q4 2021 and has held it in 4 quarters since. The position peaked at $384K in Q4 2021. 677 funds tracked by Wall St. Rank hold VOT as of Q3 2022.

  • ACG Wealth held 1,510 shares of Vanguard Mid-Cap Growth ETF worth $258K as of Q3 2022.
  • ACG Wealth left its Vanguard Mid-Cap Growth ETF share count unchanged in Q3 2022.
  • Vanguard Mid-Cap Growth ETF made up 0.06% of ACG Wealth's portfolio in Q3 2022, its #214 holding.
  • ACG Wealth first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2021 and has held it in 4 quarters since.
  • ACG Wealth's Vanguard Mid-Cap Growth ETF position peaked at $384K in Q4 2021.
  • 677 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.