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Buckingham Strategic Wealth’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Buckingham Strategic 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
2024
Q2 		$2.7M Sell
11,745
-246
-2% -$56.4K 0.03% 204
2024
Q1 		$2.83M Sell
11,991
-668
-5% -$150K 0.03% 201
2023
Q4 		$2.78M Sell
12,659
-1,191
-9% -$238K 0.03% 194
2023
Q3 		$2.7M Sell
13,850
-517
-4% -$106K 0.04% 187
2023
Q2 		$2.96M Buy
14,367
+7,208
+101% +$1.4M 0.04% 180
2023
Q1 		$1.29M Hold
7,159
– – 0.02% 237
2022
Q4 		$1.29M Buy
7,159
+716
+11% +$130K 0.02% 238
2022
Q3 		$1.1M Buy
6,443
+1
+0% +$189 0.02% 250
2022
Q2 		$1.13M Sell
6,442
-4,188
-39% -$811K 0.02% 247
2022
Q1 		$2.37M Sell
10,630
-1,158
-10% -$256K 0.05% 163
2021
Q4 		$3M Buy
11,788
+1,880
+19% +$474K 0.06% 146
2021
Q3 		$2.34M Sell
9,908
-386
-4% -$93.5K 0.05% 158
2021
Q2 		$2.43M Sell
10,294
-1,384
-12% -$310K 0.06% 153
2021
Q1 		$2.51M Buy
11,678
+1,227
+12% +$266K 0.12% 131
2020
Q4 		$2.22M Buy
10,451
+217
+2% +$42.7K 0.12% 139
2020
Q3 		$1.84M Buy
10,234
+1,816
+22% +$320K 0.14% 121
2020
Q2 		$1.39M Sell
8,418
-3,526
-30% -$533K 0.13% 123
2020
Q1 		$1.51M Sell
11,944
-2,978
-20% -$452K 0.15% 116
2019
Q4 		$2.37M Sell
14,922
-77
-0.5% -$11.7K 0.23% 86
2019
Q3 		$2.22M Buy
14,999
+1,802
+14% +$270K 0.24% 83
2019
Q2 		$1.97M Buy
13,197
+4,029
+44% +$588K 0.21% 89
2019
Q1 		$1.31M Buy
9,168
+6,952
+314% +$935K 0.17% 114
2018
Q4 		$265K Buy
2,216
+453
+26% +$58.2K 0.04% 286
2018
Q3 		$251K Buy
+1,763
New +$247K 0.04% 302

Other funds holding VOT

AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Buckingham Strategic Wealth's VOT Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 2.1% in Q2 2024, selling an estimated $56.4K and leaving 11,745 shares worth $2.7M. The position accounts for 0.03% of the portfolio, ranked #204.

Buckingham Strategic Wealth first reported a position in VOT in Q3 2018 and has held it in 24 quarters since. The position peaked at $3M in Q4 2021. 863 funds tracked by Wall St. Rank hold VOT as of Q2 2024.

  • Buckingham Strategic Wealth held 11,745 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.7M as of Q2 2024.
  • Buckingham Strategic Wealth sold 246 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2024, an estimated $56.4K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #204 holding.
  • Buckingham Strategic Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2018 and has held it in 24 quarters since.
  • Buckingham Strategic Wealth's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $3M in Q4 2021.
  • 863 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.