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

Curated 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
2024
Q3 		– Sell
-1,407
Closed -$323K – 139
2024
Q2 		$323K Buy
+1,407
New +$323K 0.05% 101

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 $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Curated Wealth Partners's VOT Position: Q3 2024 in Review

Curated Wealth Partners sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2024, closing a stake of 1,407 shares — an estimated $323K sold.

Curated Wealth Partners first reported a position in VOT in Q2 2024 and held it in 1 quarter. The position peaked at $323K in Q2 2024. 904 funds tracked by Wall St. Rank hold VOT as of Q3 2024.

  • Curated Wealth Partners reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Curated Wealth Partners sold 1,407 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2024, an estimated $323K.
  • Curated Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2024 and held it in 1 quarter.
  • Curated Wealth Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $323K in Q2 2024.
  • 904 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2024.

Based on Curated Wealth Partners's 13F filing for Q3 2024, filed 4 Oct 2024.