Angeles Investment Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Angeles Investment 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 Q1	–	Sell	-72	Closed	-$18K	–	220
2021 Q4	$18K	Hold	72	–	–	﹤0.01%	215
2021 Q3	$17K	Sell	72 -7,811	-99%	-$1.89M	﹤0.01%	238
2021 Q2	$1.86M	Hold	7,883	–	–	0.12%	37
2021 Q1	$1.69M	Hold	7,883	–	–	0.13%	32
2020 Q4	$1.67M	Hold	7,883	–	–	0.17%	27
2020 Q3	$1.42M	Hold	7,883	–	–	0.18%	24
2020 Q2	$1.3M	Hold	7,883	–	–	0.18%	26
2020 Q1	$1.18M	Sell	7,883 -72	-0.9%	-$10.9K	0.32%	24
2019 Q4	$1.26M	Hold	7,955	–	–	0.25%	21
2019 Q3	$1.18M	Hold	7,955	–	–	0.25%	22
2019 Q2	$1.19M	Hold	7,955	–	–	0.29%	17
2019 Q1	$1.14M	Sell	7,955 -150	-2%	-$20.2K	1.08%	14
2018 Q4	$970K	Buy	+8,105	New	+$1.04M	0.84%	17

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

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

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Angeles Investment Advisors's VOT Position: Q1 2022 in Review

Angeles Investment Advisors sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2022, closing a stake of 72 shares — an estimated $18K sold.

Angeles Investment Advisors first reported a position in VOT in Q4 2018 and held it in 13 quarters. The position peaked at $1.86M in Q2 2021. 728 funds tracked by Wall St. Rank hold VOT as of Q1 2022.

Angeles Investment Advisors reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
Angeles Investment Advisors sold 72 Vanguard Mid-Cap Growth ETF shares in Q1 2022, an estimated $18K.
Angeles Investment Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2018 and held it in 13 quarters.
Angeles Investment Advisors's Vanguard Mid-Cap Growth ETF position peaked at $1.86M in Q2 2021.
728 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2022.

Based on Angeles Investment Advisors's 13F filing for Q1 2022, filed 16 May 2022.