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

Bison Wealth’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 		– Sell
-156
Closed -$27K – 365
2022
Q2 		$27K Sell
156
-7
-4% -$1.35K 0.02% 259
2022
Q1 		$36K Hold
163
– – 0.02% 285
2021
Q4 		$42K Sell
163
-32
-16% -$8.07K 0.02% 258
2021
Q3 		$46K Hold
195
– – 0.02% 324
2021
Q2 		$46K Sell
195
-15
-7% -$3.36K 0.02% 319
2021
Q1 		$45K Hold
210
– – 0.02% 325
2020
Q4 		$45K Buy
210
+32
+18% +$6.3K 0.02% 301
2020
Q3 		$32K Buy
178
+4
+2% +$705 0.02% 268
2020
Q2 		$29K Sell
174
-810
-82% -$122K 0.02% 272
2020
Q1 		$125K Buy
984
+71
+8% +$10.8K 0.09% 197
2019
Q4 		$145K Buy
+913
New +$139K 0.07% 251

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

Bison Wealth's VOT Position: Q3 2022 in Review

Bison Wealth sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q3 2022, closing a stake of 156 shares — an estimated $27K sold.

Bison Wealth first reported a position in VOT in Q4 2019 and held it in 11 quarters. The position peaked at $145K in Q4 2019. 677 funds tracked by Wall St. Rank hold VOT as of Q3 2022.

  • Bison Wealth reported no remaining Vanguard Mid-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Bison Wealth sold 156 Vanguard Mid-Cap Growth ETF shares in Q3 2022, an estimated $27K.
  • Bison Wealth first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2019 and held it in 11 quarters.
  • Bison Wealth's Vanguard Mid-Cap Growth ETF position peaked at $145K in Q4 2019.
  • 677 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2022.

Based on Bison Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.