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Family Asset Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Family Asset Management’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 		$2.92K Hold
12
– – ﹤0.01% 194
2024
Q2 		$2.75K Hold
12
– – ﹤0.01% 194
2024
Q1 		$2.83K Buy
+12
New +$2.69K ﹤0.01% 174

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 $49B AUM 17.78% 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 $173B AUM 20.72% 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

Family Asset Management's VOT Position: Q3 2024 in Review

Family Asset Management held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q3 2024 at 12 shares worth $2.92K. The position accounts for ﹤0.01% of the portfolio, ranked #194.

Family Asset Management first reported a position in VOT in Q1 2024 and has held it in 3 quarters since. 901 funds tracked by Wall St. Rank hold VOT as of Q3 2024.

  • Family Asset Management held 12 shares of Vanguard Mid-Cap Growth ETF worth $2.92K as of Q3 2024.
  • Family Asset Management left its Vanguard Mid-Cap Growth ETF share count unchanged in Q3 2024.
  • Vanguard Mid-Cap Growth ETF made up ﹤0.01% of Family Asset Management's portfolio in Q3 2024, its #194 holding.
  • Family Asset Management first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2024 and has held it in 3 quarters since.
  • 901 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.