Anchor Pointe Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Anchor Pointe Wealth 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
2024 Q4	$1.72M	Buy	+6,730	New	+$1.73M	2.23%	14

Other funds holding VOT

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Anchor Pointe Wealth Management's VOT Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2024: 6,730 shares worth $1.72M. The stake represents 2.23% of the portfolio and ranks #14 among its holdings.

979 funds tracked by Wall St. Rank hold VOT as of Q4 2024.

Anchor Pointe Wealth Management held 6,730 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.72M as of Q4 2024.
Vanguard Morningstar Mid-Cap Growth ETF was a new Anchor Pointe Wealth Management position in Q4 2024.
Vanguard Morningstar Mid-Cap Growth ETF made up 2.23% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #14 holding.
979 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.