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

Diversified’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
2021 Q1	–	Sell	-38	Closed	-$7K	–	328
2020 Q4	$7K	Buy	+38	New	+$7.48K	0.01%	308

Other funds holding VOT

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

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

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

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Diversified's VOT Position: Q1 2021 in Review

Diversified sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2021, closing a stake of 38 shares — an estimated $7K sold.

Diversified first reported a position in VOT in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 623 funds tracked by Wall St. Rank hold VOT as of Q1 2021.

Diversified reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2021 after selling out during the quarter.
Diversified sold 38 Vanguard Mid-Cap Growth ETF shares in Q1 2021, an estimated $7K.
Diversified first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2020 and held it in 1 quarter.
Diversified's Vanguard Mid-Cap Growth ETF position peaked at $7K in Q4 2020.
623 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2021.

Based on Diversified's 13F filing for Q1 2021, filed 5 May 2021.