Forvis Mazars Wealth Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Forvis Mazars Wealth Advisors’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	-1,755	Closed	-$415K	–	279
2021 Q2	$415K	Hold	1,755	–	–	0.02%	191
2021 Q1	$377K	Hold	1,755	–	–	0.02%	202
2020 Q4	$372K	Hold	1,755	–	–	0.02%	263
2020 Q3	$316K	Buy	+1,755	New	+$309K	0.02%	251

Other funds holding VOT

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

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

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

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

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Forvis Mazars Wealth Advisors's VOT Position: Q3 2021 in Review

Forvis Mazars Wealth Advisors sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q3 2021, closing a stake of 1,755 shares — an estimated $415K sold.

Forvis Mazars Wealth Advisors first reported a position in VOT in Q3 2020 and held it in 4 quarters. The position peaked at $415K in Q2 2021. 634 funds tracked by Wall St. Rank hold VOT as of Q3 2021.

Forvis Mazars Wealth Advisors reported no remaining Vanguard Mid-Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 1,755 Vanguard Mid-Cap Growth ETF shares in Q3 2021, an estimated $415K.
Forvis Mazars Wealth Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2020 and held it in 4 quarters.
Forvis Mazars Wealth Advisors's Vanguard Mid-Cap Growth ETF position peaked at $415K in Q2 2021.
634 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2021.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2021, filed 14 Oct 2021.