DW
VOT icon

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

Domani 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
Q1 		$459K Hold
2,353
– – 0.11% 78
2022
Q4 		$423K Sell
2,353
-15
-0.6% -$2.72K 0.11% 81
2022
Q3 		$404K Hold
2,368
– – 0.12% 72
2022
Q2 		$415K Sell
2,368
-18
-0.8% -$3.48K 0.11% 77
2022
Q1 		$532K Hold
2,386
– – 0.12% 78
2021
Q4 		$608K Hold
2,386
– – 0.12% 69
2021
Q3 		$564K Hold
2,386
– – 0.12% 67
2021
Q2 		$564K Sell
2,386
-5,322
-69% -$1.19M 0.11% 70
2021
Q1 		$1.65M Buy
7,708
+900
+13% +$195K 0.32% 35
2020
Q4 		$1.44M Buy
6,808
+7
+0.1% +$1.38K 0.29% 34
2020
Q3 		$1.23M Buy
6,801
+479
+8% +$84.5K 0.27% 39
2020
Q2 		$1.04M Sell
6,322
-1,890
-23% -$286K 0.24% 45
2020
Q1 		$1.04M Buy
8,212
+638
+8% +$96.9K 0.28% 43
2019
Q4 		$1.2M Buy
7,574
+162
+2% +$24.7K 0.4% 32
2019
Q3 		$1.1M Buy
7,412
+804
+12% +$120K 0.4% 33
2019
Q2 		$987K Sell
6,608
-136
-2% -$19.8K 0.37% 36
2019
Q1 		$963K Buy
6,744
+109
+2% +$14.7K 0.39% 37
2018
Q4 		$794K Buy
6,635
+350
+6% +$44.9K 0.37% 38
2018
Q3 		$896K Buy
6,285
+1,409
+29% +$197K 0.38% 35
2018
Q2 		$655K Buy
4,876
+1,727
+55% +$229K 0.3% 41
2018
Q1 		$408K Buy
3,149
+418
+15% +$54.9K 0.17% 61
2017
Q4 		$349K Buy
2,731
+856
+46% +$107K 0.15% 73
2017
Q3 		$228K Buy
1,875
+157
+9% +$18.7K 0.1% 89
2017
Q2 		$202K Buy
+1,718
New +$200K 0.08% 93

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 $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Domani Wealth's VOT Position: Q1 2023 in Review

Domani Wealth held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q1 2023 at 2,353 shares worth $459K. The position accounts for 0.11% of the portfolio, ranked #78.

Domani Wealth first reported a position in VOT in Q2 2017 and has held it in 24 quarters since. The position peaked at $1.65M in Q1 2021. 747 funds tracked by Wall St. Rank hold VOT as of Q1 2023.

  • Domani Wealth held 2,353 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $459K as of Q1 2023.
  • Domani Wealth left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q1 2023.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.11% of Domani Wealth's portfolio in Q1 2023, its #78 holding.
  • Domani Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2017 and has held it in 24 quarters since.
  • Domani Wealth's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.65M in Q1 2021.
  • 747 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.