CBFP
VOT icon

Cedar Brook Financial Partners’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Cedar Brook Financial Partners’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 		– Sell
-3,627
Closed -$855K – 405
2024
Q1 		$855K Buy
3,627
+3
+0.1% +$672 0.17% 141
2023
Q4 		$783K Buy
3,624
+71
+2% +$14.2K 0.17% 133
2023
Q3 		$692K Sell
3,553
-13
-0.4% -$2.65K 0.18% 130
2023
Q2 		$734K Buy
3,566
+2
+0.1% +$388 0.17% 130
2023
Q1 		$695K Sell
3,564
-11
-0.3% -$2.11K 0.18% 135
2022
Q4 		$643K Sell
3,575
-158
-4% -$28.6K 0.18% 139
2022
Q3 		$637K Buy
3,733
+56
+2% +$10.6K 0.2% 129
2022
Q2 		$645K Buy
3,677
+120
+3% +$23.2K 0.2% 130
2022
Q1 		$792K Sell
3,557
-108
-3% -$23.8K 0.21% 121
2021
Q4 		$933K Buy
3,665
+4
+0.1% +$1.01K 0.24% 99
2021
Q3 		$865K Sell
3,661
-63
-2% -$15.3K 0.26% 98
2021
Q2 		$880K Sell
3,724
-151
-4% -$33.9K 0.25% 100
2021
Q1 		$832K Sell
3,875
-119
-3% -$25.8K 0.29% 88
2020
Q4 		$847K Buy
3,994
+266
+7% +$52.4K 0.3% 87
2020
Q3 		$672K Buy
3,728
+6
+0.2% +$1.06K 0.26% 108
2020
Q2 		$614K Sell
3,722
-313
-8% -$47.3K 0.27% 110
2020
Q1 		$511K Sell
4,035
-2,927
-42% -$444K 0.28% 105
2019
Q4 		$1.1M Sell
6,962
-78
-1% -$11.9K 0.47% 64
2019
Q3 		$1.04M Buy
7,040
+197
+3% +$29.5K 0.46% 64
2019
Q2 		$1.02M Sell
6,843
-280
-4% -$40.8K 0.47% 61
2019
Q1 		$1.02M Buy
7,123
+120
+2% +$16.1K 0.49% 58
2018
Q4 		$838K Buy
+7,003
New +$899K 0.51% 60

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Cedar Brook Financial Partners's VOT Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q2 2024, closing a stake of 3,627 shares — an estimated $855K sold.

Cedar Brook Financial Partners first reported a position in VOT in Q4 2018 and held it in 22 quarters. The position peaked at $1.1M in Q4 2019. 860 funds tracked by Wall St. Rank hold VOT as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Vanguard Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 3,627 Vanguard Mid-Cap Growth ETF shares in Q2 2024, an estimated $855K.
  • Cedar Brook Financial Partners first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2018 and held it in 22 quarters.
  • Cedar Brook Financial Partners's Vanguard Mid-Cap Growth ETF position peaked at $1.1M in Q4 2019.
  • 860 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.