FTDI
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First Trust Direct Indexing’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-1,631
Closed -$397K – 901
2024
Q3 		$397K Buy
1,631
+9
+0.6% +$2.1K 0.02% 622
2024
Q2 		$372K Buy
+1,622
New +$372K 0.02% 579

Other funds holding VOT

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

First Trust Direct Indexing's VOT Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2024, closing a stake of 1,631 shares — an estimated $397K sold.

First Trust Direct Indexing first reported a position in VOT in Q2 2024 and held it in 2 quarters. The position peaked at $397K in Q3 2024. 979 funds tracked by Wall St. Rank hold VOT as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,631 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2024, an estimated $397K.
  • First Trust Direct Indexing first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2024 and held it in 2 quarters.
  • First Trust Direct Indexing's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $397K in Q3 2024.
  • 979 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.