Financial Planning & Information Services’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Financial Planning & Information Services’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
2024 Q3	$472K	Buy	1,937 +505	+35%	+$118K	0.07%	61
2024 Q2	$329K	Sell	1,432 -505	-26%	-$116K	0.05%	66
2024 Q1	$457K	Hold	1,937	–	–	0.07%	63
2023 Q4	$425K	Hold	1,937	–	–	0.07%	65
2023 Q3	$377K	Hold	1,937	–	–	0.07%	68
2023 Q2	$399K	Hold	1,937	–	–	0.07%	64
2023 Q1	$378K	Buy	1,937 +25	+1%	+$4.79K	0.07%	66
2022 Q4	$344K	Buy	+1,912	New	+$346K	0.07%	67

Other funds holding VOT

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Planning & Information Services's VOT Position: Q3 2024 in Review

Financial Planning & Information Services increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 35% in Q3 2024, buying an estimated $118K and bringing the position to 1,937 shares worth $472K. The position accounts for 0.07% of the portfolio, ranked #61.

Financial Planning & Information Services first reported a position in VOT in Q4 2022 and has held it in 8 quarters since. 901 funds tracked by Wall St. Rank hold VOT as of Q3 2024.

Financial Planning & Information Services held 1,937 shares of Vanguard Mid-Cap Growth ETF worth $472K as of Q3 2024.
Financial Planning & Information Services bought 505 Vanguard Mid-Cap Growth ETF shares in Q3 2024, an estimated $118K.
Vanguard Mid-Cap Growth ETF made up 0.07% of Financial Planning & Information Services's portfolio in Q3 2024, its #61 holding.
Financial Planning & Information Services first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2022 and has held it in 8 quarters since.
901 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2024.

Based on Financial Planning & Information Services's 13F filing for Q3 2024, filed 12 Nov 2024.