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FundX Investment Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

FundX Investment 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
2021
Q4 		$323K Buy
+1,269
New +$320K 0.08% 43
2015
Q3 		– Sell
-78,123
Closed -$8.33M – 23
2015
Q2 		$8.33M Buy
78,123
+60,317
+339% +$6.53M 3.45% 9
2015
Q1 		$1.92M Buy
+17,806
New +$1.85M 0.59% 16

Other funds holding VOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TIAA FSB
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FundX Investment Group's VOT Position: Q4 2021 in Review

FundX Investment Group opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2021: 1,269 shares worth $323K. The stake represents 0.08% of the portfolio and ranks #43 among its holdings. This is a return to the name: FundX Investment Group previously reported a position in VOT as recently as Q2 2015.

FundX Investment Group first reported a position in VOT in Q1 2015 and has held it in 3 quarters since. The position peaked at $8.33M in Q2 2015. 753 funds tracked by Wall St. Rank hold VOT as of Q4 2021.

  • FundX Investment Group held 1,269 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $323K as of Q4 2021.
  • Vanguard Morningstar Mid-Cap Growth ETF was a new FundX Investment Group position in Q4 2021.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.08% of FundX Investment Group's portfolio in Q4 2021, its #43 holding.
  • FundX Investment Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2015 and has held it in 3 quarters since.
  • FundX Investment Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $8.33M in Q2 2015.
  • 753 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2021.

Based on FundX Investment Group's 13F filing for Q4 2021, filed 26 Jan 2022.