DB Wealth Management Group’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

DB Wealth Management Group’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	$349K	Buy	1,590 +79	+5%	+$15.8K	0.2%	71
2023 Q3	$294K	Buy	1,511 +9	+0.6%	+$1.84K	0.19%	73
2023 Q2	$309K	Hold	1,502	–	–	0.19%	71
2023 Q1	$293K	Sell	1,502 -289	-16%	-$55.3K	0.18%	71
2022 Q4	$322K	Sell	1,791 -1,055	-37%	-$191K	0.21%	65
2022 Q3	$485K	Sell	2,846 -346	-11%	-$65.5K	0.35%	52
2022 Q2	$560K	Sell	3,192 -2,889	-48%	-$559K	0.38%	51
2022 Q1	$1.35M	Sell	6,081 -1,619	-21%	-$357K	0.82%	35
2021 Q4	$1.96M	Buy	7,700 +56	+0.7%	+$14.1K	1.16%	26
2021 Q3	$1.81M	Sell	7,644 -212	-3%	-$51.3K	1.16%	26
2021 Q2	$1.86M	Sell	7,856 -1,371	-15%	-$307K	1.19%	24
2021 Q1	$1.98M	Sell	9,227 -5	-0.1%	-$1.08K	1.36%	19
2020 Q4	$1.96M	Buy	+9,232	New	+$1.82M	1.44%	18

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

DB Wealth Management Group's VOT Position: Q4 2023 in Review

DB Wealth Management Group increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 5.2% in Q4 2023, buying an estimated $15.8K and bringing the position to 1,590 shares worth $349K. The position accounts for 0.2% of the portfolio, ranked #71.

DB Wealth Management Group first reported a position in VOT in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.98M in Q1 2021. 841 funds tracked by Wall St. Rank hold VOT as of Q4 2023.

DB Wealth Management Group held 1,590 shares of Vanguard Mid-Cap Growth ETF worth $349K as of Q4 2023.
DB Wealth Management Group bought 79 Vanguard Mid-Cap Growth ETF shares in Q4 2023, an estimated $15.8K.
Vanguard Mid-Cap Growth ETF made up 0.2% of DB Wealth Management Group's portfolio in Q4 2023, its #71 holding.
DB Wealth Management Group first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's Vanguard Mid-Cap Growth ETF position peaked at $1.98M in Q1 2021.
841 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.