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Cassady Schiller Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Cassady Schiller Wealth 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
2024
Q4 		$4.4M Sell
17,358
-206
-1% -$53K 1.62% 12
2024
Q3 		$4.28M Buy
17,564
+713
+4% +$166K 1.56% 12
2024
Q2 		$3.87M Buy
16,851
+694
+4% +$159K 1.57% 14
2024
Q1 		$3.81M Buy
16,157
+728
+5% +$163K 1.7% 12
2023
Q4 		$3.39M Buy
15,429
+1,434
+10% +$287K 1.7% 13
2023
Q3 		$2.73M Buy
13,995
+138
+1% +$28.2K 1.51% 14
2023
Q2 		$2.85M Buy
13,857
+195
+1% +$37.8K 1.55% 14
2023
Q1 		$2.66M Buy
13,662
+2,398
+21% +$459K 1.25% 15
2022
Q4 		$2.02M Sell
11,264
-1,528
-12% -$277K 1.24% 17
2022
Q3 		$2.18M Sell
12,792
-824
-6% -$156K 1.26% 15
2022
Q2 		$2.39M Sell
13,616
-1,226
-8% -$237K 1.26% 16
2022
Q1 		$3.31M Buy
14,842
+1,012
+7% +$223K 1.59% 13
2021
Q4 		$3.52M Buy
+13,830
New +$3.49M 2.12% 13

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

Cassady Schiller Wealth Management's VOT Position: Q4 2024 in Review

Cassady Schiller Wealth Management reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 1.2% in Q4 2024, selling an estimated $53K and leaving 17,358 shares worth $4.4M. The position accounts for 1.62% of the portfolio, ranked #12.

Cassady Schiller Wealth Management first reported a position in VOT in Q4 2021 and has held it in 13 quarters since. 976 funds tracked by Wall St. Rank hold VOT as of Q4 2024.

  • Cassady Schiller Wealth Management held 17,358 shares of Vanguard Mid-Cap Growth ETF worth $4.4M as of Q4 2024.
  • Cassady Schiller Wealth Management sold 206 Vanguard Mid-Cap Growth ETF shares in Q4 2024, an estimated $53K.
  • Vanguard Mid-Cap Growth ETF made up 1.62% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #12 holding.
  • Cassady Schiller Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2021 and has held it in 13 quarters since.
  • 976 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.