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

Bel Air 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
2021
Q2 		$1.83M Buy
7,746
+1,755
+29% +$394K 0.06% 132
2021
Q1 		$1.29M Buy
+5,991
New +$1.3M 0.04% 176

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bel Air Investment Advisors's VOT Position: Q2 2021 in Review

Bel Air Investment Advisors increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 29% in Q2 2021, buying an estimated $394K and bringing the position to 7,746 shares worth $1.83M. The position accounts for 0.06% of the portfolio, ranked #132.

Bel Air Investment Advisors first reported a position in VOT in Q1 2021 and has held it in 2 quarters since. 628 funds tracked by Wall St. Rank hold VOT as of Q2 2021.

  • Bel Air Investment Advisors held 7,746 shares of Vanguard Mid-Cap Growth ETF worth $1.83M as of Q2 2021.
  • Bel Air Investment Advisors bought 1,755 Vanguard Mid-Cap Growth ETF shares in Q2 2021, an estimated $394K.
  • Vanguard Mid-Cap Growth ETF made up 0.06% of Bel Air Investment Advisors's portfolio in Q2 2021, its #132 holding.
  • Bel Air Investment Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2021 and has held it in 2 quarters since.
  • 628 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.