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Edmonds Duncan Registered Investment Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Edmonds Duncan Registered Investment 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
2024
Q3 		$13.3M Buy
54,521
+3,144
+6% +$732K 2.91% 11
2024
Q2 		$11.8M Sell
51,377
-3,473
-6% -$796K 2.87% 11
2024
Q1 		$12.9M Buy
54,850
+358
+0.7% +$80.2K 3.24% 9
2023
Q4 		$12M Sell
54,492
-386
-0.7% -$77.2K 3.11% 10
2023
Q3 		$10.7M Buy
54,878
+4,762
+10% +$972K 3% 9
2023
Q2 		$10.3M Buy
50,116
+1,766
+4% +$342K 3.1% 8
2023
Q1 		$9.42M Buy
48,350
+492
+1% +$94.2K 2.92% 9
2022
Q4 		$8.6M Sell
47,858
-1,727
-3% -$313K 2.81% 9
2022
Q3 		$8.46M Buy
49,585
+1,380
+3% +$261K 2.99% 10
2022
Q2 		$8.45M Buy
48,205
+2,563
+6% +$496K 2.9% 10
2022
Q1 		$10.2M Buy
45,642
+1,068
+2% +$236K 2.97% 9
2021
Q4 		$9.93M Buy
44,574
+1,239
+3% +$312K 2.61% 10
2021
Q3 		$10.2M Buy
43,335
+1,825
+4% +$442K 3.12% 9
2021
Q2 		$9.81M Buy
41,510
+1,268
+3% +$284K 3.05% 9
2021
Q1 		$8.63M Sell
40,242
-31
-0.1% -$6.72K 2.86% 9
2020
Q4 		$9.11M Buy
40,273
+27,234
+209% +$5.36M 3.04% 8
2020
Q3 		$2.35M Buy
13,039
+241
+2% +$42.5K 0.98% 26
2020
Q2 		$2.11M Buy
12,798
+695
+6% +$105K 0.92% 31
2020
Q1 		$1.53M Buy
+12,103
New +$1.84M 0.78% 34

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 $570B AUM 27.57% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Edmonds Duncan Registered Investment Advisors's VOT Position: Q3 2024 in Review

Edmonds Duncan Registered Investment Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 6.1% in Q3 2024, buying an estimated $732K and bringing the position to 54,521 shares worth $13.3M. The position accounts for 2.91% of the portfolio, ranked #11.

Edmonds Duncan Registered Investment Advisors first reported a position in VOT in Q1 2020 and has held it in 19 quarters since. 902 funds tracked by Wall St. Rank hold VOT as of Q3 2024.

  • Edmonds Duncan Registered Investment Advisors held 54,521 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $13.3M as of Q3 2024.
  • Edmonds Duncan Registered Investment Advisors bought 3,144 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2024, an estimated $732K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 2.91% of Edmonds Duncan Registered Investment Advisors's portfolio in Q3 2024, its #11 holding.
  • Edmonds Duncan Registered Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2020 and has held it in 19 quarters since.
  • 902 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.