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FCG Advisors’s Vanguard Morningstar 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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FCG Advisors's VOT Position: Q3 2020 in Review

FCG Advisors reduced its Vanguard Morningstar 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. 529 funds tracked by Wall St. Rank hold VOT as of Q3 2020.

  • FCG Advisors held 1,245 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $224K as of Q3 2020.
  • FCG Advisors sold 10 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2020, an estimated $1.76K.
  • Vanguard Morningstar 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 Morningstar Mid-Cap Growth ETF in Q2 2020 and has held it in 2 quarters since.
  • 529 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2020.

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