Frontier Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Frontier Wealth Management’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
2022 Q2	$673K	Sell	3,835 -421	-10%	-$81.5K	0.05%	212
2022 Q1	$908K	Buy	4,256 +9	+0.2%	+$1.99K	0.01%	192
2021 Q4	$1.08M	Sell	4,247 -307	-7%	-$77.4K	0.07%	181
2021 Q3	$1.08M	Sell	4,554 -102	-2%	-$24.7K	0.07%	170
2021 Q2	$1.1M	Sell	4,656 -18	-0.4%	-$4.04K	0.08%	167
2021 Q1	$1M	Sell	4,674 -152	-3%	-$33K	0.08%	164
2020 Q4	$1.02M	Sell	4,826 -1,354	-22%	-$267K	0.08%	155
2020 Q3	$1.11M	Sell	6,180 -266	-4%	-$46.9K	0.1%	137
2020 Q2	$1.06M	Sell	6,446 -1,483	-19%	-$224K	0.1%	135
2020 Q1	$1M	Sell	7,929 -3,674	-32%	-$558K	0.16%	117
2019 Q4	$1.84M	Sell	11,603 -1,165	-9%	-$178K	0.3%	76
2019 Q3	$1.89M	Sell	12,768 -380	-3%	-$56.9K	0.28%	79
2019 Q2	$1.96M	Sell	13,148 -729	-5%	-$106K	0.29%	76
2019 Q1	$1.98M	Sell	13,877 -478	-3%	-$64.3K	0.27%	85
2018 Q4	$1.72M	Sell	14,355 -911	-6%	-$117K	0.26%	92
2018 Q3	$2.17M	Sell	15,266 -684	-4%	-$95.8K	0.21%	79
2018 Q2	$2.14M	Sell	15,950 -802	-5%	-$107K	0.31%	75
2018 Q1	$2.17M	Sell	16,752 -643	-4%	-$84.5K	0.3%	82
2017 Q4	$2.22M	Sell	17,395 -1,017	-6%	-$128K	0.36%	72
2017 Q3	$2.24M	Sell	18,412 -1,356	-7%	-$162K	0.32%	82
2017 Q2	$2.33M	Sell	19,768 -3,509	-15%	-$408K	0.36%	75
2017 Q1	$2.63M	Sell	23,277 -3,070	-12%	-$341K	0.4%	67
2016 Q4	$2.78M	Sell	26,347 -2,887	-10%	-$303K	0.46%	65
2016 Q3	$3.11M	Sell	29,234 -6,033	-17%	-$639K	0.47%	51
2016 Q2	$3.59M	Sell	35,267 -2,759	-7%	-$279K	0.58%	42
2016 Q1	$3.81M	Sell	38,026 -1,363	-3%	-$127K	0.32%	37
2015 Q4	$3.93M	Sell	39,389 -1,567	-4%	-$159K	0.63%	37
2015 Q3	$3.98M	Sell	40,956 -1,384	-3%	-$144K	0.63%	34
2015 Q2	$4.51M	Sell	42,340 -2,531	-6%	-$274K	0.69%	28
2015 Q1	$4.85M	Sell	44,871 -5,286	-11%	-$551K	0.78%	28
2014 Q4	$5.1M	Buy	+50,157	New	+$4.96M	0.96%	20

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Frontier Wealth Management's VOT Position: Q2 2022 in Review

Frontier Wealth Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 9.9% in Q2 2022, selling an estimated $81.5K and leaving 3,835 shares worth $673K. The position accounts for 0.05% of the portfolio, ranked #212.

Frontier Wealth Management first reported a position in VOT in Q4 2014 and has held it in 31 quarters since. The position peaked at $5.1M in Q4 2014. 682 funds tracked by Wall St. Rank hold VOT as of Q2 2022.

Frontier Wealth Management held 3,835 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $673K as of Q2 2022.
Frontier Wealth Management sold 421 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2022, an estimated $81.5K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.05% of Frontier Wealth Management's portfolio in Q2 2022, its #212 holding.
Frontier Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2014 and has held it in 31 quarters since.
Frontier Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $5.1M in Q4 2014.
682 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.