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

ETFidea’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 		$1.82M Buy
7,457
+109
+1% +$25.4K 0.57% 36
2024
Q2 		$1.69M Buy
7,348
+76
+1% +$17.4K 0.57% 36
2024
Q1 		$1.71M Buy
7,272
+224
+3% +$50.2K 0.58% 36
2023
Q4 		$1.55M Buy
7,048
+416
+6% +$83.2K 0.58% 35
2023
Q3 		$1.29M Buy
6,632
+51
+0.8% +$10.4K 0.55% 34
2023
Q2 		$1.35M Buy
6,581
+32
+0.5% +$6.2K 0.55% 34
2023
Q1 		$1.28M Sell
6,549
-66
-1% -$12.6K 0.56% 35
2022
Q4 		$1.19M Sell
6,615
-657
-9% -$119K 0.55% 34
2022
Q3 		$1.24M Buy
7,272
+3,076
+73% +$582K 0.64% 31
2022
Q2 		$736K Buy
4,196
+493
+13% +$95.4K 0.37% 48
2022
Q1 		$825K Sell
3,703
-25
-0.7% -$5.52K 0.36% 47
2021
Q4 		$949K Buy
+3,728
New +$940K 0.38% 42

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 $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

ETFidea's VOT Position: Q3 2024 in Review

ETFidea increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.5% in Q3 2024, buying an estimated $25.4K and bringing the position to 7,457 shares worth $1.82M. The position accounts for 0.57% of the portfolio, ranked #36.

ETFidea first reported a position in VOT in Q4 2021 and has held it in 12 quarters since. 904 funds tracked by Wall St. Rank hold VOT as of Q3 2024.

  • ETFidea held 7,457 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.82M as of Q3 2024.
  • ETFidea bought 109 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2024, an estimated $25.4K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.57% of ETFidea's portfolio in Q3 2024, its #36 holding.
  • ETFidea first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 12 quarters since.
  • 904 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2024.

Based on ETFidea's 13F filing for Q3 2024, filed 8 Nov 2024.