BerganKDV Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

BerganKDV Wealth Management’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 Q2	$215K	Hold	1,046	–	–	0.02%	226
2023 Q1	$204K	Sell	1,046 -20	-2%	-$3.83K	0.02%	230
2022 Q4	$192K	Sell	1,066 -31	-3%	-$5.62K	0.02%	238
2022 Q3	$187K	Buy	1,097 +51	+5%	+$9.65K	0.02%	234
2022 Q2	$183K	Hold	1,046	–	–	0.02%	246
2022 Q1	$233K	Hold	1,046	–	–	0.02%	232
2021 Q4	$266K	Hold	1,046	–	–	0.03%	238
2021 Q3	$247K	Hold	1,046	–	–	0.03%	236
2021 Q2	$247K	Hold	1,046	–	–	0.03%	230
2021 Q1	$224K	Hold	1,046	–	–	0.03%	227
2020 Q4	$222K	Hold	1,046	–	–	0.03%	214
2020 Q3	$188K	Hold	1,046	–	–	0.03%	216
2020 Q2	$173K	Hold	1,046	–	–	0.03%	230
2020 Q1	$133K	Hold	1,046	–	–	0.03%	233
2019 Q4	$166K	Hold	1,046	–	–	0.03%	238
2019 Q3	$155K	Hold	1,046	–	–	0.03%	223
2019 Q2	$156K	Hold	1,046	–	–	0.03%	227
2019 Q1	$149K	Hold	1,046	–	–	0.03%	232
2018 Q4	$125K	Hold	1,046	–	–	0.03%	215
2018 Q3	$149K	Hold	1,046	–	–	0.03%	223
2018 Q2	$141K	Buy	+1,046	New	+$139K	0.03%	223

Other funds holding VOT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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 FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

BerganKDV Wealth Management's VOT Position: Q2 2023 in Review

BerganKDV Wealth Management held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q2 2023 at 1,046 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #226.

BerganKDV Wealth Management first reported a position in VOT in Q2 2018 and has held it in 21 quarters since. The position peaked at $266K in Q4 2021. 745 funds tracked by Wall St. Rank hold VOT as of Q2 2023.

BerganKDV Wealth Management held 1,046 shares of Vanguard Mid-Cap Growth ETF worth $215K as of Q2 2023.
BerganKDV Wealth Management left its Vanguard Mid-Cap Growth ETF share count unchanged in Q2 2023.
Vanguard Mid-Cap Growth ETF made up 0.02% of BerganKDV Wealth Management's portfolio in Q2 2023, its #226 holding.
BerganKDV Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $266K in Q4 2021.
745 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.