Cascade Investment Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Cascade Investment Advisors’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
2023 Q2	–	Sell	-93	Closed	-$18.1K	–	232
2023 Q1	$18.1K	Buy	+93	New	+$17.8K	0.01%	192
2022 Q3	–	Sell	-93	Closed	-$16.3K	–	226
2022 Q2	$16.3K	Hold	93	–	–	0.01%	197
2022 Q1	$20.7K	Hold	93	–	–	0.01%	207
2021 Q4	$23.7K	Hold	93	–	–	0.01%	203
2021 Q3	$22K	Buy	+93	New	+$22.5K	0.01%	201
2017 Q1	–	Sell	-161	Closed	-$17K	–	215
2016 Q4	$17K	Buy	+161	New	+$16.9K	0.01%	140

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cascade Investment Advisors's VOT Position: Q2 2023 in Review

Cascade Investment Advisors sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q2 2023, closing a stake of 93 shares — an estimated $18.1K sold.

Cascade Investment Advisors first reported a position in VOT in Q4 2016 and held it in 6 quarters. The position peaked at $23.7K in Q4 2021. 745 funds tracked by Wall St. Rank hold VOT as of Q2 2023.

Cascade Investment Advisors reported no remaining Vanguard Mid-Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 93 Vanguard Mid-Cap Growth ETF shares in Q2 2023, an estimated $18.1K.
Cascade Investment Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2016 and held it in 6 quarters.
Cascade Investment Advisors's Vanguard Mid-Cap Growth ETF position peaked at $23.7K in Q4 2021.
745 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.