Column Capital Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Column Capital Advisors’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 Q3	$20.8K	Hold	107	–	–	﹤0.01%	425
2023 Q2	$22K	Hold	107	–	–	﹤0.01%	426
2023 Q1	$20.9K	Hold	107	–	–	﹤0.01%	440
2022 Q4	$19.2K	Hold	107	–	–	﹤0.01%	424
2022 Q3	$18K	Hold	107	–	–	﹤0.01%	399
2022 Q2	$19K	Hold	107	–	–	﹤0.01%	398
2022 Q1	$24K	Buy	+107	New	+$23.6K	﹤0.01%	383

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Column Capital Advisors's VOT Position: Q3 2023 in Review

Column Capital Advisors held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2023 at 107 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Column Capital Advisors first reported a position in VOT in Q1 2022 and has held it in 7 quarters since. The position peaked at $24K in Q1 2022. 756 funds tracked by Wall St. Rank hold VOT as of Q3 2023.

Column Capital Advisors held 107 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $20.8K as of Q3 2023.
Column Capital Advisors left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2023.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #425 holding.
Column Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2022 and has held it in 7 quarters since.
Column Capital Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $24K in Q1 2022.
756 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.