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

Bellwether 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
2023 Q3	–	Sell	-9,213	Closed	-$1.9M	–	123
2023 Q2	$1.9M	Buy	+9,213	New	+$1.79M	0.56%	32
2023 Q1	–	Sell	-36	Closed	-$6.47K	–	542
2022 Q4	$6.47K	Hold	36	–	–	﹤0.01%	298
2022 Q3	$6K	Sell	36 -32	-47%	-$6.06K	﹤0.01%	314
2022 Q2	$11K	Hold	68	–	–	﹤0.01%	246
2022 Q1	$15K	Hold	68	–	–	﹤0.01%	282
2021 Q4	$17K	Hold	68	–	–	0.01%	289
2021 Q3	$16K	Hold	68	–	–	0.01%	268
2021 Q2	$16K	Hold	68	–	–	0.01%	234
2021 Q1	$14K	Hold	68	–	–	0.01%	227
2020 Q4	$14K	Buy	+68	New	+$13.4K	0.01%	212

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Bellwether Advisors's VOT Position: Q3 2023 in Review

Bellwether Advisors sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q3 2023, closing a stake of 9,213 shares — an estimated $1.9M sold.

Bellwether Advisors first reported a position in VOT in Q4 2020 and held it in 10 quarters. The position peaked at $1.9M in Q2 2023. 754 funds tracked by Wall St. Rank hold VOT as of Q3 2023.

Bellwether Advisors reported no remaining Vanguard Mid-Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
Bellwether Advisors sold 9,213 Vanguard Mid-Cap Growth ETF shares in Q3 2023, an estimated $1.9M.
Bellwether Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2020 and held it in 10 quarters.
Bellwether Advisors's Vanguard Mid-Cap Growth ETF position peaked at $1.9M in Q2 2023.
754 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2023.

Based on Bellwether Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.