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

Geneva Capital 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
Q3 		– Sell
-1,296
Closed -$227K – 130
2022
Q2 		$227K Buy
+1,296
New +$251K 0.01% 128

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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Geneva Capital Management's VOT Position: Q3 2022 in Review

Geneva Capital Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q3 2022, closing a stake of 1,296 shares — an estimated $227K sold.

Geneva Capital Management first reported a position in VOT in Q2 2022 and held it in 1 quarter. The position peaked at $227K in Q2 2022. 677 funds tracked by Wall St. Rank hold VOT as of Q3 2022.

  • Geneva Capital Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Geneva Capital Management sold 1,296 Vanguard Mid-Cap Growth ETF shares in Q3 2022, an estimated $227K.
  • Geneva Capital Management first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2022 and held it in 1 quarter.
  • Geneva Capital Management's Vanguard Mid-Cap Growth ETF position peaked at $227K in Q2 2022.
  • 677 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2022.

Based on Geneva Capital Management's 13F filing for Q3 2022, filed 2 Nov 2022.