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Bull Oak Capital’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Bull Oak Capital’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
Q4 		– Sell
-9
Closed -$2.19K – 74
2024
Q3 		$2.19K Buy
+9
New +$2.1K ﹤0.01% 109

Other funds holding VOT

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Bull Oak Capital's VOT Position: Q4 2024 in Review

Bull Oak Capital sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2024, closing a stake of 9 shares — an estimated $2.19K sold.

Bull Oak Capital first reported a position in VOT in Q3 2024 and held it in 1 quarter. The position peaked at $2.19K in Q3 2024. 976 funds tracked by Wall St. Rank hold VOT as of Q4 2024.

  • Bull Oak Capital reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Bull Oak Capital sold 9 Vanguard Mid-Cap Growth ETF shares in Q4 2024, an estimated $2.19K.
  • Bull Oak Capital first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2024 and held it in 1 quarter.
  • Bull Oak Capital's Vanguard Mid-Cap Growth ETF position peaked at $2.19K in Q3 2024.
  • 976 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2024.

Based on Bull Oak Capital's 13F filing for Q4 2024, filed 5 Feb 2025.