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Axiom Advisory’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Axiom Advisory’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
Q3 		$722M Buy
3,101,049
+312,321
+11% +$72.7M 6.75% 3
2024
Q2 		$640M Buy
2,788,728
+2,745,643
+6,373% +$630M 6.97% 3
2024
Q1 		$10.2M Buy
43,085
+1,246
+3% +$279K 7.48% 3
2023
Q4 		$9.19M Buy
41,839
+1,045
+3% +$209K 7.39% 3
2023
Q3 		$7.95M Buy
40,794
+857
+2% +$175K 7.15% 3
2023
Q2 		$8.22M Buy
39,937
+1,034
+3% +$200K 7.27% 3
2023
Q1 		$7.57M Buy
38,903
+1,362
+4% +$261K 7.25% 3
2022
Q4 		$6.75M Buy
37,541
+4,347
+13% +$788K 7.14% 3
2022
Q3 		$5.67M Buy
33,194
+3,373
+11% +$638K 6.73% 4
2022
Q2 		$5.23M Sell
29,821
-8,500
-22% -$1.65M 5.8% 4
2022
Q1 		$8.54M Buy
38,321
+2,382
+7% +$526K 7.1% 4
2021
Q4 		$9.16M Buy
+35,939
New +$9.06M 7.52% 3

Other funds holding VOT

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Axiom Advisory's VOT Position: Q3 2024 in Review

Axiom Advisory increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 11% in Q3 2024, buying an estimated $72.7M and bringing the position to 3,101,049 shares worth $722M. The position accounts for 6.75% of the portfolio, ranked #3.

Axiom Advisory first reported a position in VOT in Q4 2021 and has held it in 12 quarters since. 901 funds tracked by Wall St. Rank hold VOT as of Q3 2024.

  • Axiom Advisory held 3,101,049 shares of Vanguard Mid-Cap Growth ETF worth $722M as of Q3 2024.
  • Axiom Advisory bought 312,321 Vanguard Mid-Cap Growth ETF shares in Q3 2024, an estimated $72.7M.
  • Vanguard Mid-Cap Growth ETF made up 6.75% of Axiom Advisory's portfolio in Q3 2024, its #3 holding.
  • Axiom Advisory first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2021 and has held it in 12 quarters since.
  • 901 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.