Fullen Financial Group’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Fullen Financial Group’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
2023 Q1	$4.83M	Buy	25,334 +3,340	+15%	+$639K	2.6%	10
2022 Q4	$4.31M	Buy	21,994 +878	+4%	+$159K	2.44%	12
2022 Q3	$3.84M	Buy	21,116 +837	+4%	+$158K	2.45%	12
2022 Q2	$3.56M	Buy	20,279 +847	+4%	+$164K	2.29%	14
2022 Q1	$4.33M	Buy	19,432 +194	+1%	+$42.8K	2.53%	11
2021 Q4	$4.9M	Sell	19,238 -141	-0.7%	-$35.5K	2.73%	10
2021 Q3	$4.85M	Buy	19,379 +861	+5%	+$208K	2.77%	10
2021 Q2	$4.38M	Buy	18,518 +166	+0.9%	+$37.2K	2.58%	13
2021 Q1	$3.94M	Sell	18,352 -1,333	-7%	-$289K	2.52%	14
2020 Q4	$4.17M	Sell	19,685 -89	-0.5%	-$17.5K	2.83%	14
2020 Q3	$3.56M	Buy	19,774 +774	+4%	+$136K	2.71%	13
2020 Q2	$3.14M	Buy	+19,000	New	+$2.87M	2.6%	14

Other funds holding VOT

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fullen Financial Group's VOT Position: Q1 2023 in Review

Fullen Financial Group increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 15% in Q1 2023, buying an estimated $639K and bringing the position to 25,334 shares worth $4.83M. The position accounts for 2.6% of the portfolio, ranked #10.

Fullen Financial Group first reported a position in VOT in Q2 2020 and has held it in 12 quarters since. The position peaked at $4.9M in Q4 2021. 746 funds tracked by Wall St. Rank hold VOT as of Q1 2023.

Fullen Financial Group held 25,334 shares of Vanguard Mid-Cap Growth ETF worth $4.83M as of Q1 2023.
Fullen Financial Group bought 3,340 Vanguard Mid-Cap Growth ETF shares in Q1 2023, an estimated $639K.
Vanguard Mid-Cap Growth ETF made up 2.6% of Fullen Financial Group's portfolio in Q1 2023, its #10 holding.
Fullen Financial Group first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2020 and has held it in 12 quarters since.
Fullen Financial Group's Vanguard Mid-Cap Growth ETF position peaked at $4.9M in Q4 2021.
746 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2023.

Based on Fullen Financial Group's 13F filing for Q1 2023, filed 30 May 2023.