EFSCE
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Enterprise Financial Services Corp (EFSC)’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
Q3 		– Sell
-103
Closed -$24K – 1192
2021
Q2 		$24K Buy
103
+38
+58% +$8.52K ﹤0.01% 559
2021
Q1 		$14K Sell
65
-28
-30% -$6.07K ﹤0.01% 689
2020
Q4 		$20K Hold
93
– – ﹤0.01% 568
2020
Q3 		$17K Hold
93
– – ﹤0.01% 591
2020
Q2 		$15K Hold
93
– – ﹤0.01% 615
2020
Q1 		$12K Hold
93
– – ﹤0.01% 608
2019
Q4 		$15K Hold
93
– – ﹤0.01% 651
2019
Q3 		$14K Hold
93
– – ﹤0.01% 655
2019
Q2 		$14K Hold
93
– – ﹤0.01% 676
2019
Q1 		$13K Hold
93
– – ﹤0.01% 685
2018
Q4 		$11K Sell
93
-263
-74% -$33.8K 0.01% 514
2018
Q3 		$51K Sell
356
-1,843
-84% -$258K 0.03% 280
2018
Q2 		$296K Hold
2,199
– – 0.15% 114
2018
Q1 		$285K Sell
2,199
-153
-7% -$20.1K 0.15% 117
2017
Q4 		$300K Sell
2,352
-78
-3% -$9.78K 0.15% 118
2017
Q3 		$296K Sell
2,430
-6
-0.2% -$715 0.15% 114
2017
Q2 		$287K Buy
2,436
+47
+2% +$5.46K 0.14% 115
2017
Q1 		$270K Sell
2,389
-12
-0.5% -$1.33K 0.13% 121
2016
Q4 		$254K Sell
2,401
-27
-1% -$2.83K 0.13% 119
2016
Q3 		$258K Hold
2,428
– – 0.15% 112
2016
Q2 		$247K Buy
2,428
+50
+2% +$5.05K 0.15% 108
2016
Q1 		$238K Buy
2,378
+905
+61% +$84.4K 0.14% 104
2015
Q4 		$147K Buy
1,473
+196
+15% +$19.9K 0.09% 140
2015
Q3 		$124K Hold
1,277
– – 0.08% 148
2015
Q2 		$136K Hold
1,277
– – 0.08% 144
2015
Q1 		$138K Hold
1,277
– – 0.08% 149
2014
Q4 		$130K Hold
1,277
– – 0.08% 153
2014
Q3 		$123K Hold
1,277
– – 0.08% 153
2014
Q2 		$123K Hold
1,277
– – 0.07% 157
2014
Q1 		$118K Hold
1,277
– – 0.07% 155
2013
Q4 		$115K Hold
1,277
– – 0.07% 158
2013
Q3 		$109K Hold
1,277
– – 0.07% 157
2013
Q2 		$100K Buy
+1,277
New +$99.6K 0.07% 154

Other funds holding VOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s VOT Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2021, closing a stake of 103 shares — an estimated $24K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in VOT in Q2 2013 and held it in 33 quarters. The position peaked at $300K in Q4 2017. 636 funds tracked by Wall St. Rank hold VOT as of Q3 2021.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 103 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2021, an estimated $24K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2013 and held it in 33 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Vanguard Morningstar Mid-Cap Growth ETF position peaked at $300K in Q4 2017.
  • 636 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.