FD
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Financial Designs’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Financial Designs’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
2023
Q4 		– Sell
-21,115
Closed -$4.11M – 34
2023
Q3 		$4.11M Sell
21,115
-716
-3% -$146K 3.1% 11
2023
Q2 		$4.49M Sell
21,831
-1,123
-5% -$218K 3.28% 11
2023
Q1 		$4.47M Sell
22,954
-849
-4% -$163K 3.34% 10
2022
Q4 		$4.28M Buy
+23,803
New +$4.31M 3.22% 10

Other funds holding VOT

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
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
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Financial Designs's VOT Position: Q4 2023 in Review

Financial Designs sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2023, closing a stake of 21,115 shares — an estimated $4.11M sold.

Financial Designs first reported a position in VOT in Q4 2022 and held it in 4 quarters. The position peaked at $4.49M in Q2 2023. 841 funds tracked by Wall St. Rank hold VOT as of Q4 2023.

  • Financial Designs reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Financial Designs sold 21,115 Vanguard Mid-Cap Growth ETF shares in Q4 2023, an estimated $4.11M.
  • Financial Designs first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2022 and held it in 4 quarters.
  • Financial Designs's Vanguard Mid-Cap Growth ETF position peaked at $4.49M in Q2 2023.
  • 841 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2023.

Based on Financial Designs's 13F filing for Q4 2023, filed 19 Jan 2024.