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CFM Wealth Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

CFM Wealth 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
2020
Q3 		– Sell
-42
Closed -$6K – 444
2020
Q2 		$6K Hold
42
– – ﹤0.01% 430
2020
Q1 		$5K Hold
42
– – ﹤0.01% 478
2019
Q4 		$7K Buy
+42
New +$6.41K ﹤0.01% 443

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CFM Wealth Partners's VOT Position: Q3 2020 in Review

CFM Wealth Partners sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2020, closing a stake of 42 shares — an estimated $6K sold.

CFM Wealth Partners first reported a position in VOT in Q4 2019 and held it in 3 quarters. The position peaked at $7K in Q4 2019. 529 funds tracked by Wall St. Rank hold VOT as of Q3 2020.

  • CFM Wealth Partners reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 42 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2020, an estimated $6K.
  • CFM Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $7K in Q4 2019.
  • 529 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.