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Cetera Advisor Networks’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Cetera Advisor Networks’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
Q1 		$13.7M Buy
58,261
+5,423
+10% +$1.21M 0.07% 296
2023
Q4 		$11.6M Buy
52,838
+3,156
+6% +$631K 0.06% 312
2023
Q3 		$9.68M Buy
49,682
+1,828
+4% +$373K 0.06% 321
2023
Q2 		$9.74M Sell
47,854
-2,353
-5% -$456K 0.07% 297
2023
Q1 		$9.78M Buy
50,207
+3,924
+8% +$751K 0.07% 291
2022
Q4 		$8.32M Buy
46,283
+4,034
+10% +$731K 0.07% 311
2022
Q3 		$7.21M Buy
42,249
+4,960
+13% +$939K 0.09% 242
2022
Q2 		$6.54M Buy
37,289
+8,528
+30% +$1.65M 0.08% 247
2022
Q1 		$6.41M Sell
28,761
-1,433
-5% -$316K 0.08% 260
2021
Q4 		$7.69M Buy
30,194
+3,400
+13% +$857K 0.09% 230
2021
Q3 		$6.33M Buy
26,794
+1,105
+4% +$268K 0.09% 244
2021
Q2 		$6.07M Buy
25,689
+4,037
+19% +$905K 0.09% 242
2021
Q1 		$4.65M Buy
21,652
+1,729
+9% +$375K 0.1% 204
2020
Q4 		$4.22M Buy
19,923
+74
+0.4% +$14.6K 0.1% 202
2020
Q3 		$3.58M Sell
19,849
-2,388
-11% -$421K 0.09% 209
2020
Q2 		$3.67M Buy
22,237
+1,848
+9% +$279K 0.1% 200
2020
Q1 		$2.5M Sell
20,389
-231
-1% -$35.1K 0.08% 224
2019
Q4 		$3.28M Buy
20,620
+885
+4% +$135K 0.09% 208
2019
Q3 		$2.92M Sell
19,735
-1,831
-8% -$274K 0.09% 207
2019
Q2 		$3.21M Buy
21,566
+1,128
+6% +$165K 0.1% 188
2019
Q1 		$2.92M Buy
20,438
+4,013
+24% +$540K 0.09% 192
2018
Q4 		$1.97M Buy
16,425
+4,477
+37% +$575K 0.08% 235
2018
Q3 		$1.71M Buy
+11,948
New +$1.67M 0.06% 277
2018
Q2 		– Sell
-8,434
Closed -$1.1M – 964
2018
Q1 		$1.1M Sell
8,434
-279
-3% -$36.7K 0.05% 306
2017
Q4 		$1.12M Sell
8,713
-289
-3% -$36.2K 0.05% 331
2017
Q3 		$1.1M Buy
9,002
+54
+0.6% +$6.43K 0.05% 311
2017
Q2 		$1.05M Buy
8,948
+1,749
+24% +$203K 0.05% 311
2017
Q1 		$817K Buy
7,199
+1,427
+25% +$159K 0.04% 365
2016
Q4 		$611K Sell
5,772
-2,226
-28% -$234K 0.03% 422
2016
Q3 		$851K Buy
7,998
+3,827
+92% +$405K 0.03% 426
2016
Q2 		$427K Buy
4,171
+157
+4% +$15.9K 0.02% 503
2016
Q1 		$407K Sell
4,014
-946
-19% -$88.3K 0.03% 509
2015
Q4 		$493K Buy
4,960
+7
+0.1% +$709 0.03% 440
2015
Q3 		$482K Buy
4,953
+2,859
+137% +$298K 0.03% 438
2015
Q2 		$226K Hold
2,094
– – 0.01% 718
2015
Q1 		$226K Hold
2,094
– – 0.01% 722
2014
Q4 		$213K Buy
+2,094
New +$207K 0.02% 731
2014
Q2 		– Sell
-7,440
Closed -$690K – 825
2014
Q1 		$690K Buy
7,440
+4,388
+144% +$401K 0.05% 358
2013
Q4 		$276K Buy
+3,052
New +$266K 0.02% 581
2013
Q3 		– Sell
-3,110
Closed -$243K – 708
2013
Q2 		$243K Buy
+3,110
New +$242K 0.02% 494

Other funds holding VOT

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Cetera Advisor Networks's VOT Position: Q1 2024 in Review

Cetera Advisor Networks increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 10% in Q1 2024, buying an estimated $1.21M and bringing the position to 58,261 shares worth $13.7M. The position accounts for 0.07% of the portfolio, ranked #296.

Cetera Advisor Networks first reported a position in VOT in Q2 2013 and has held it in 40 quarters since. 866 funds tracked by Wall St. Rank hold VOT as of Q1 2024.

  • Cetera Advisor Networks held 58,261 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $13.7M as of Q1 2024.
  • Cetera Advisor Networks bought 5,423 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2024, an estimated $1.21M.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.07% of Cetera Advisor Networks's portfolio in Q1 2024, its #296 holding.
  • Cetera Advisor Networks first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2013 and has held it in 40 quarters since.
  • 866 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.