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VOT icon

Fulcrum Capital’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Fulcrum Capital’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 		– Sell
-146,602
Closed -$32.7M – 84
2022
Q1 		$32.7M Sell
146,602
-12,835
-8% -$2.83M 8.75% 1
2021
Q4 		$40.6M Buy
159,437
+4,317
+3% +$1.09M 8.8% 1
2021
Q3 		$36.7M Buy
155,120
+1,299
+0.8% +$315K 8.77% 1
2021
Q2 		$36.4M Buy
153,821
+8,361
+6% +$1.88M 9.12% 1
2021
Q1 		$31.2M Buy
145,460
+988
+0.7% +$214K 8.95% 1
2020
Q4 		$30.6M Buy
144,472
+13,157
+10% +$2.59M 9.16% 1
2020
Q3 		$23.7M Buy
131,315
+4,138
+3% +$730K 8.56% 1
2020
Q2 		$21M Buy
+127,177
New +$19.2M 7.96% 1

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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return