AMI Investment Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

AMI Investment 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
2022 Q3	–	Sell	-2,027	Closed	-$355K	–	72
2022 Q2	$355K	Sell	2,027 -259	-11%	-$50.1K	0.18%	58
2022 Q1	$509K	Hold	2,286	–	–	0.22%	55
2021 Q4	$582K	Hold	2,286	–	–	0.23%	56
2021 Q3	$540K	Hold	2,286	–	–	0.23%	57
2021 Q2	$540K	Hold	2,286	–	–	0.21%	58
2021 Q1	$491K	Hold	2,286	–	–	0.21%	59
2020 Q4	$485K	Hold	2,286	–	–	0.21%	60
2020 Q3	$412K	Buy	2,286 +286	+14%	+$50.4K	0.21%	60
2020 Q2	$330K	Hold	2,000	–	–	0.18%	62
2020 Q1	$253K	Sell	2,000 -1,075	-35%	-$163K	0.15%	65
2019 Q4	$488K	Hold	3,075	–	–	0.21%	57
2019 Q3	$455K	Buy	3,075 +600	+24%	+$89.9K	0.21%	58
2019 Q2	$370K	Sell	2,475 -525	-18%	-$76.6K	0.19%	57
2019 Q1	$428K	Hold	3,000	–	–	0.23%	56
2018 Q4	$359K	Hold	3,000	–	–	0.21%	54
2018 Q3	$428K	Hold	3,000	–	–	0.22%	54
2018 Q2	$403K	Buy	+3,000	New	+$398K	0.21%	52

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 $49B AUM 17.78% 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

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 $4.48B AUM 13.76% 1-Year Est. Return

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

AMI Investment Management's VOT Position: Q3 2022 in Review

AMI Investment Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q3 2022, closing a stake of 2,027 shares — an estimated $355K sold.

AMI Investment Management first reported a position in VOT in Q2 2018 and held it in 17 quarters. The position peaked at $582K in Q4 2021. 677 funds tracked by Wall St. Rank hold VOT as of Q3 2022.

AMI Investment Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
AMI Investment Management sold 2,027 Vanguard Mid-Cap Growth ETF shares in Q3 2022, an estimated $355K.
AMI Investment Management first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2018 and held it in 17 quarters.
AMI Investment Management's Vanguard Mid-Cap Growth ETF position peaked at $582K in Q4 2021.
677 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2022.

Based on AMI Investment Management's 13F filing for Q3 2022, filed 9 Nov 2022.