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Bell Rock Capital’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Bell Rock Capital’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
Q3 		$295K Buy
+1,729
New +$327K 0.36% 66
2022
Q2 		– Sell
-1,664
Closed -$355K – 125
2022
Q1 		$355K Sell
1,664
-84
-5% -$18.5K 0.33% 70
2021
Q4 		$433K Buy
+1,748
New +$441K 0.32% 65
2020
Q1 		– Sell
-93
Closed -$15K – 309
2019
Q4 		$15K Buy
+93
New +$14.2K 0.01% 300

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bell Rock Capital's VOT Position: Q3 2022 in Review

Bell Rock Capital opened a new position in Vanguard Mid-Cap Growth ETF (VOT) in Q3 2022: 1,729 shares worth $295K. The stake represents 0.36% of the portfolio and ranks #66 among its holdings. This is a return to the name: Bell Rock Capital previously reported a position in VOT as recently as Q1 2022.

Bell Rock Capital first reported a position in VOT in Q4 2019 and has held it in 4 quarters since. The position peaked at $433K in Q4 2021. 677 funds tracked by Wall St. Rank hold VOT as of Q3 2022.

  • Bell Rock Capital held 1,729 shares of Vanguard Mid-Cap Growth ETF worth $295K as of Q3 2022.
  • Vanguard Mid-Cap Growth ETF was a new Bell Rock Capital position in Q3 2022.
  • Vanguard Mid-Cap Growth ETF made up 0.36% of Bell Rock Capital's portfolio in Q3 2022, its #66 holding.
  • Bell Rock Capital first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2019 and has held it in 4 quarters since.
  • Bell Rock Capital's Vanguard Mid-Cap Growth ETF position peaked at $433K in Q4 2021.
  • 677 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2022.

Based on Bell Rock Capital's 13F filing for Q3 2022, filed 28 Oct 2022.