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

Ferris Capital’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
2021
Q3 		– Sell
-30,303
Closed -$7.16M – 220
2021
Q2 		$7.16M Buy
+30,303
New +$6.8M 2.81% 10

Other funds holding VOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ferris Capital's VOT Position: Q3 2021 in Review

Ferris Capital sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2021, closing a stake of 30,303 shares — an estimated $7.16M sold.

Ferris Capital first reported a position in VOT in Q2 2021 and held it in 1 quarter. The position peaked at $7.16M in Q2 2021. 636 funds tracked by Wall St. Rank hold VOT as of Q3 2021.

  • Ferris Capital reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Ferris Capital sold 30,303 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2021, an estimated $7.16M.
  • Ferris Capital first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2021 and held it in 1 quarter.
  • Ferris Capital's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $7.16M in Q2 2021.
  • 636 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2021.

Based on Ferris Capital's 13F filing for Q3 2021, filed 16 Nov 2021.