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CEDRUS’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

CEDRUS’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 		$1.08M Buy
4,449
+981
+28% +$228K 0.4% 51
2024
Q2 		$796K Buy
3,468
+343
+11% +$78.7K 0.4% 47
2024
Q1 		$737K Buy
+3,125
New +$700K 0.4% 50

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 $58.2B AUM 22.78% 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 $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CEDRUS's VOT Position: Q3 2024 in Review

CEDRUS increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 28% in Q3 2024, buying an estimated $228K and bringing the position to 4,449 shares worth $1.08M. The position accounts for 0.4% of the portfolio, ranked #51.

CEDRUS first reported a position in VOT in Q1 2024 and has held it in 3 quarters since. 902 funds tracked by Wall St. Rank hold VOT as of Q3 2024.

  • CEDRUS held 4,449 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.08M as of Q3 2024.
  • CEDRUS bought 981 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2024, an estimated $228K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.4% of CEDRUS's portfolio in Q3 2024, its #51 holding.
  • CEDRUS first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2024 and has held it in 3 quarters since.
  • 902 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.