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Channel Wealth’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Channel Wealth’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
2023
Q4 		– Sell
-1,567
Closed -$305K – 204
2023
Q3 		$305K Sell
1,567
-22
-1% -$4.49K 0.17% 115
2023
Q2 		$327K Sell
1,589
-429
-21% -$83.1K 0.19% 117
2023
Q1 		$393K Buy
+2,018
New +$386K 0.25% 108

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 $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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Channel Wealth's VOT Position: Q4 2023 in Review

Channel Wealth sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2023, closing a stake of 1,567 shares — an estimated $305K sold.

Channel Wealth first reported a position in VOT in Q1 2023 and held it in 3 quarters. The position peaked at $393K in Q1 2023. 841 funds tracked by Wall St. Rank hold VOT as of Q4 2023.

  • Channel Wealth reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Channel Wealth sold 1,567 Vanguard Mid-Cap Growth ETF shares in Q4 2023, an estimated $305K.
  • Channel Wealth first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2023 and held it in 3 quarters.
  • Channel Wealth's Vanguard Mid-Cap Growth ETF position peaked at $393K in Q1 2023.
  • 841 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2023.

Based on Channel Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.