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Bridges Investment Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Bridges Investment 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
2021
Q3 		– Sell
-877
Closed -$207K – 227
2021
Q2 		$207K Buy
+877
New +$197K 0.01% 220

Other funds holding VOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bridges Investment Management's VOT Position: Q3 2021 in Review

Bridges Investment Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q3 2021, closing a stake of 877 shares — an estimated $207K sold.

Bridges Investment Management first reported a position in VOT in Q2 2021 and held it in 1 quarter. The position peaked at $207K in Q2 2021. 634 funds tracked by Wall St. Rank hold VOT as of Q3 2021.

  • Bridges Investment Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Bridges Investment Management sold 877 Vanguard Mid-Cap Growth ETF shares in Q3 2021, an estimated $207K.
  • Bridges Investment Management first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2021 and held it in 1 quarter.
  • Bridges Investment Management's Vanguard Mid-Cap Growth ETF position peaked at $207K in Q2 2021.
  • 634 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2021.

Based on Bridges Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.