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Carmichael Hill & Associates’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Carmichael Hill & Associates’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
Q3 		$279K Sell
1,145
-71
-6% -$16.5K 0.1% 155
2024
Q2 		$279K Hold
1,216
– – 0.11% 142
2024
Q1 		$287K Sell
1,216
-61
-5% -$13.7K 0.11% 142
2023
Q4 		$280K Hold
1,277
– – 0.12% 142
2023
Q3 		$249K Sell
1,277
-7
-0.5% -$1.43K 0.11% 138
2023
Q2 		$264K Hold
1,284
– – 0.12% 139
2023
Q1 		$250K Buy
1,284
+1
+0.1% +$191 0.12% 134
2022
Q4 		$231K Sell
1,283
-27
-2% -$4.89K 0.12% 144
2022
Q3 		$223K Buy
1,310
+5
+0.4% +$946 0.12% 138
2022
Q2 		$229K Sell
1,305
-19
-1% -$3.68K 0.12% 142
2022
Q1 		$295K Hold
1,324
– – 0.14% 135
2021
Q4 		$337K Sell
1,324
-16
-1% -$4.03K 0.15% 125
2021
Q3 		$317K Buy
1,340
+161
+14% +$39K 0.16% 125
2021
Q2 		$279K Sell
1,179
-178
-13% -$39.9K 0.14% 131
2021
Q1 		$291K Sell
1,357
-45
-3% -$9.76K 0.16% 119
2020
Q4 		$297K Sell
1,402
-66
-4% -$13K 0.17% 111
2020
Q3 		$264K Sell
1,468
-187
-11% -$33K 0.18% 110
2020
Q2 		$273K Hold
1,655
– – 0.2% 102
2020
Q1 		$210K Sell
1,655
-374
-18% -$56.8K 0.18% 106
2019
Q4 		$322K Sell
2,029
-415
-17% -$63.3K 0.23% 89
2019
Q3 		$362K Buy
2,444
+1
+0% +$150 0.36% 73
2019
Q2 		$365K Sell
2,443
-139
-5% -$20.3K 0.36% 77
2019
Q1 		$369K Buy
2,582
+75
+3% +$10.1K 0.38% 73
2018
Q4 		$300K Buy
2,507
+372
+17% +$47.8K 0.34% 80
2018
Q3 		$304K Hold
2,135
– – 0.29% 83
2018
Q2 		$287K Buy
2,135
+41
+2% +$5.45K 0.31% 82
2018
Q1 		$271K Buy
2,094
+120
+6% +$15.8K 0.3% 90
2017
Q4 		$252K Buy
+1,974
New +$248K 0.28% 95

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

Carmichael Hill & Associates's VOT Position: Q3 2024 in Review

Carmichael Hill & Associates reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 5.8% in Q3 2024, selling an estimated $16.5K and leaving 1,145 shares worth $279K. The position accounts for 0.1% of the portfolio, ranked #155.

Carmichael Hill & Associates first reported a position in VOT in Q4 2017 and has held it in 28 quarters since. The position peaked at $369K in Q1 2019. 901 funds tracked by Wall St. Rank hold VOT as of Q3 2024.

  • Carmichael Hill & Associates held 1,145 shares of Vanguard Mid-Cap Growth ETF worth $279K as of Q3 2024.
  • Carmichael Hill & Associates sold 71 Vanguard Mid-Cap Growth ETF shares in Q3 2024, an estimated $16.5K.
  • Vanguard Mid-Cap Growth ETF made up 0.1% of Carmichael Hill & Associates's portfolio in Q3 2024, its #155 holding.
  • Carmichael Hill & Associates first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2017 and has held it in 28 quarters since.
  • Carmichael Hill & Associates's Vanguard Mid-Cap Growth ETF position peaked at $369K in Q1 2019.
  • 901 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.