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Asset Planning Services (Pennsylvania)’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Asset Planning Services (Pennsylvania)’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
Q4 		$288K Buy
1,131
+2
+0.2% +$504 0.13% 66
2021
Q3 		$267K Hold
1,129
– – 0.13% 67
2021
Q2 		$267K Buy
1,129
+1
+0.1% +$224 0.13% 68
2021
Q1 		$242K Buy
1,128
+1
+0.1% +$217 0.11% 69
2020
Q4 		$239K Buy
1,127
+2
+0.2% +$394 0.11% 69
2020
Q3 		$203K Buy
+1,125
New +$198K 0.09% 78
2019
Q4 		– Sell
-1,116
Closed -$165K – 250
2019
Q3 		$165K Buy
1,116
+5
+0.5% +$749 0.07% 80
2019
Q2 		$166K Buy
1,111
+1
+0.1% +$146 0.07% 77
2019
Q1 		$158K Hold
1,110
– – 0.07% 77
2018
Q4 		$133K Buy
1,110
+3
+0.3% +$385 0.07% 78
2018
Q3 		$148K Buy
1,107
+2
+0.2% +$280 0.07% 76
2018
Q2 		$149K Buy
1,105
+2
+0.2% +$266 0.07% 73
2018
Q1 		$143K Buy
1,103
+2
+0.2% +$263 0.07% 76
2017
Q4 		$141K Buy
1,101
+2
+0.2% +$251 0.07% 85
2017
Q3 		$134K Sell
1,099
-1,601
-59% -$191K 0.07% 84
2017
Q2 		$318K Sell
2,700
-413
-13% -$48K 0.2% 54
2017
Q1 		$352K Buy
3,113
+5
+0.2% +$556 0.24% 52
2016
Q4 		$328K Sell
3,108
-39
-1% -$4.09K 0.26% 49
2016
Q3 		$335K Sell
3,147
-39
-1% -$4.13K 0.28% 49
2016
Q2 		$325K Buy
3,186
+5
+0.2% +$505 0.28% 49
2016
Q1 		$319K Buy
3,181
+5
+0.2% +$467 0.29% 48
2015
Q4 		$317K Buy
3,176
+11
+0.3% +$1.11K 0.31% 45
2015
Q3 		$308K Buy
3,165
+14
+0.4% +$1.46K 0.31% 45
2015
Q2 		$336K Buy
+3,151
New +$341K 0.32% 43

Other funds holding VOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s VOT Position: Q4 2021 in Review

Asset Planning Services (Pennsylvania) increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.18% in Q4 2021, buying an estimated $504 and bringing the position to 1,131 shares worth $288K. The position accounts for 0.13% of the portfolio, ranked #66.

Asset Planning Services (Pennsylvania) first reported a position in VOT in Q2 2015 and has held it in 24 quarters since. The position peaked at $352K in Q1 2017. 753 funds tracked by Wall St. Rank hold VOT as of Q4 2021.

  • Asset Planning Services (Pennsylvania) held 1,131 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $288K as of Q4 2021.
  • Asset Planning Services (Pennsylvania) bought 2 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2021, an estimated $504.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.13% of Asset Planning Services (Pennsylvania)'s portfolio in Q4 2021, its #66 holding.
  • Asset Planning Services (Pennsylvania) first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2015 and has held it in 24 quarters since.
  • Asset Planning Services (Pennsylvania)'s Vanguard Morningstar Mid-Cap Growth ETF position peaked at $352K in Q1 2017.
  • 753 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2021.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2021, filed 14 Feb 2022.