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Financial Management Professionals’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Financial Management Professionals’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
Q2 		– Sell
-1
Closed – – 1129
2023
Q1 		$0 Buy
+1
New +$191 ﹤0.01% 1154

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Financial Management Professionals's VOT Position: Q2 2023 in Review

Financial Management Professionals sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q2 2023, closing a stake of 1 share.

Financial Management Professionals first reported a position in VOT in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 745 funds tracked by Wall St. Rank hold VOT as of Q2 2023.

  • Financial Management Professionals reported no remaining Vanguard Mid-Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Financial Management Professionals sold 1 Vanguard Mid-Cap Growth ETF share in Q2 2023.
  • Financial Management Professionals first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2023 and held it in 1 quarter.
  • Financial Management Professionals's Vanguard Mid-Cap Growth ETF position peaked at $0 in Q1 2023.
  • 745 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2023.

Based on Financial Management Professionals's 13F filing for Q2 2023, filed 10 Jul 2023.