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Everett Harris & Co’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Everett Harris & Co’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
2022
Q4 		– Sell
-1,379
Closed -$235K – 271
2022
Q3 		$235K Buy
+1,379
New +$261K ﹤0.01% 234

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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 $4.48B AUM 13.76% 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

Everett Harris & Co's VOT Position: Q4 2022 in Review

Everett Harris & Co sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2022, closing a stake of 1,379 shares — an estimated $235K sold.

Everett Harris & Co first reported a position in VOT in Q3 2022 and held it in 1 quarter. The position peaked at $235K in Q3 2022. 728 funds tracked by Wall St. Rank hold VOT as of Q4 2022.

  • Everett Harris & Co reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Everett Harris & Co sold 1,379 Vanguard Mid-Cap Growth ETF shares in Q4 2022, an estimated $235K.
  • Everett Harris & Co first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2022 and held it in 1 quarter.
  • Everett Harris & Co's Vanguard Mid-Cap Growth ETF position peaked at $235K in Q3 2022.
  • 728 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2022.

Based on Everett Harris & Co's 13F filing for Q4 2022, filed 20 Jan 2023.