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FCG Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

FCG 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
2020
Q3 		$224K Sell
1,245
-10
-0.8% -$1.76K 0.05% 167
2020
Q2 		$207K Buy
+1,255
New +$190K 0.05% 160

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
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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FCG Advisors's VOT Position: Q3 2020 in Review

FCG Advisors reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.8% in Q3 2020, selling an estimated $1.76K and leaving 1,245 shares worth $224K. The position accounts for 0.05% of the portfolio, ranked #167.

FCG Advisors first reported a position in VOT in Q2 2020 and has held it in 2 quarters since. 528 funds tracked by Wall St. Rank hold VOT as of Q3 2020.

  • FCG Advisors held 1,245 shares of Vanguard Mid-Cap Growth ETF worth $224K as of Q3 2020.
  • FCG Advisors sold 10 Vanguard Mid-Cap Growth ETF shares in Q3 2020, an estimated $1.76K.
  • Vanguard Mid-Cap Growth ETF made up 0.05% of FCG Advisors's portfolio in Q3 2020, its #167 holding.
  • FCG Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2020 and has held it in 2 quarters since.
  • 528 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2020.

Based on FCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.