AdvicePeriod’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

AdvicePeriod’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
2021 Q2	$1M	Buy	4,242 +956	+29%	+$214K	0.07%	67
2021 Q1	$705K	Buy	3,286 +369	+13%	+$80K	0.05%	67
2020 Q4	$619K	Sell	2,917 -287	-9%	-$56.5K	0.05%	67
2020 Q3	$577K	Hold	3,204	–	–	0.05%	65
2020 Q2	$529K	Hold	3,204	–	–	0.06%	62
2020 Q1	$406K	Hold	3,204	–	–	0.04%	82
2019 Q4	$509K	Hold	3,204	–	–	0.04%	78
2019 Q3	$475K	Hold	3,204	–	–	0.04%	77
2019 Q2	$478K	Buy	+3,204	New	+$467K	0.04%	70
2018 Q2	–	Sell	-3,203	Closed	-$415K	–	76
2018 Q1	$415K	Buy	3,203 +112	+4%	+$14.7K	0.07%	61
2017 Q4	$395K	Buy	+3,091	New	+$388K	0.08%	59

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

AdvicePeriod's VOT Position: Q2 2021 in Review

AdvicePeriod increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 29% in Q2 2021, buying an estimated $214K and bringing the position to 4,242 shares worth $1M. The position accounts for 0.07% of the portfolio, ranked #67.

AdvicePeriod first reported a position in VOT in Q4 2017 and has held it in 11 quarters since. 628 funds tracked by Wall St. Rank hold VOT as of Q2 2021.

AdvicePeriod held 4,242 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1M as of Q2 2021.
AdvicePeriod bought 956 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2021, an estimated $214K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.07% of AdvicePeriod's portfolio in Q2 2021, its #67 holding.
AdvicePeriod first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2017 and has held it in 11 quarters since.
628 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2021.

Based on AdvicePeriod's 13F filing for Q2 2021, filed 29 Jul 2021.