American Portfolios Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

American Portfolios Advisors’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	$3.15M	Sell	18,456 -1,392	-7%	-$263K	0.13%	164
2022 Q2	$3.48M	Sell	19,848 -614	-3%	-$119K	0.14%	147
2022 Q1	$4.56M	Sell	20,462 -15,551	-43%	-$3.43M	0.16%	127
2021 Q4	$9.17M	Buy	36,013 +692	+2%	+$174K	0.31%	53
2021 Q3	$8.35M	Buy	35,321 +622	+2%	+$151K	0.31%	57
2021 Q2	$8.2M	Buy	34,699 +296	+0.9%	+$66.4K	0.32%	55
2021 Q1	$7.38M	Buy	34,403 +1,971	+6%	+$428K	0.32%	57
2020 Q4	$6.88M	Buy	32,432 +662	+2%	+$130K	0.35%	46
2020 Q3	$5.72M	Buy	31,770 +594	+2%	+$105K	0.33%	55
2020 Q2	$5.15M	Sell	31,176 -253	-0.8%	-$38.3K	0.34%	59
2020 Q1	$3.98M	Sell	31,429 -2,536	-7%	-$385K	0.33%	63
2019 Q4	$5.39M	Buy	33,965 +1,451	+4%	+$221K	0.38%	55
2019 Q3	$4.82M	Buy	32,514 +1,441	+5%	+$216K	0.39%	52
2019 Q2	$4.64M	Buy	31,073 +1,257	+4%	+$183K	0.39%	51
2019 Q1	$4.26M	Buy	29,816 +1,234	+4%	+$166K	0.4%	55
2018 Q4	$3.42M	Buy	28,582 +6,530	+30%	+$838K	0.42%	54
2018 Q3	$3.14M	Sell	22,052 -3,570	-14%	-$500K	0.36%	59
2018 Q2	$3.44M	Buy	25,622 +1,186	+5%	+$158K	0.47%	42
2018 Q1	$3.17M	Buy	24,436 +5,651	+30%	+$742K	0.47%	42
2017 Q4	$2.4M	Buy	+18,785	New	+$2.36M	0.38%	55

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

American Portfolios Advisors's VOT Position: Q3 2022 in Review

American Portfolios Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 7% in Q3 2022, selling an estimated $263K and leaving 18,456 shares worth $3.15M. The position accounts for 0.13% of the portfolio, ranked #164.

American Portfolios Advisors first reported a position in VOT in Q4 2017 and has held it in 20 quarters since. The position peaked at $9.17M in Q4 2021. 678 funds tracked by Wall St. Rank hold VOT as of Q3 2022.

American Portfolios Advisors held 18,456 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $3.15M as of Q3 2022.
American Portfolios Advisors sold 1,392 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2022, an estimated $263K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.13% of American Portfolios Advisors's portfolio in Q3 2022, its #164 holding.
American Portfolios Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $9.17M in Q4 2021.
678 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.