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

Biltmore Capital 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 Q4	$8.05M	Buy	31,606 +2,605	+9%	+$657K	1.34%	14
2021 Q3	$6.85M	Buy	29,001 +48	+0.2%	+$11.6K	1.26%	17
2021 Q2	$6.84M	Buy	28,953 +695	+2%	+$156K	1.25%	19
2021 Q1	$6.06M	Buy	28,258 +2,263	+9%	+$491K	1.31%	19
2020 Q4	$5.51M	Sell	25,995 -15,237	-37%	-$3M	1.51%	18
2020 Q3	$7.43M	Buy	+41,232	New	+$7.27M	2.16%	10

Other funds holding VOT

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Biltmore Capital Advisors's VOT Position: Q4 2021 in Review

Biltmore Capital Advisors increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 9% in Q4 2021, buying an estimated $657K and bringing the position to 31,606 shares worth $8.05M. The position accounts for 1.34% of the portfolio, ranked #14.

Biltmore Capital Advisors first reported a position in VOT in Q3 2020 and has held it in 6 quarters since. 752 funds tracked by Wall St. Rank hold VOT as of Q4 2021.

Biltmore Capital Advisors held 31,606 shares of Vanguard Mid-Cap Growth ETF worth $8.05M as of Q4 2021.
Biltmore Capital Advisors bought 2,605 Vanguard Mid-Cap Growth ETF shares in Q4 2021, an estimated $657K.
Vanguard Mid-Cap Growth ETF made up 1.34% of Biltmore Capital Advisors's portfolio in Q4 2021, its #14 holding.
Biltmore Capital Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2020 and has held it in 6 quarters since.
752 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2021.

Based on Biltmore Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.