GP
VOT icon

Girard Partners’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Girard Partners’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
2024
Q2 		$379K Hold
1,652
– – 0.04% 200
2024
Q1 		$390K Sell
1,652
-98
-6% -$22K 0.04% 211
2023
Q4 		$384K Buy
1,750
+101
+6% +$20.2K 0.04% 202
2023
Q3 		$321K Sell
1,649
-199
-11% -$40.6K 0.04% 197
2023
Q2 		$380K Sell
1,848
-93
-5% -$18K 0.04% 192
2023
Q1 		$378K Sell
1,941
-48
-2% -$9.19K 0.04% 194
2022
Q4 		$358K Sell
1,989
-703
-26% -$127K 0.04% 207
2022
Q3 		$459K Buy
2,692
+6
+0.2% +$1.14K 0.06% 171
2022
Q2 		$471K Sell
2,686
-11
-0.4% -$2.13K 0.06% 166
2022
Q1 		$601K Buy
2,697
+1
+0% +$221 0.07% 158
2021
Q4 		$686K Sell
2,696
-4
-0.1% -$1.01K 0.07% 151
2021
Q3 		$638K Sell
2,700
-207
-7% -$50.1K 0.08% 148
2021
Q2 		$687K Sell
2,907
-2
-0.1% -$449 0.09% 137
2021
Q1 		$624K Sell
2,909
-329
-10% -$71.4K 0.09% 134
2020
Q4 		$686K Sell
3,238
-2
-0.1% -$394 0.11% 131
2020
Q3 		$583K Buy
3,240
+660
+26% +$116K 0.1% 133
2020
Q2 		$425K Buy
+2,580
New +$390K 0.08% 150
2018
Q4 		– Sell
-984
Closed -$140K – 810
2018
Q3 		$140K Buy
+984
New +$138K 0.02% 285

Other funds holding VOT

AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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

Girard Partners's VOT Position: Q2 2024 in Review

Girard Partners held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q2 2024 at 1,652 shares worth $379K. The position accounts for 0.04% of the portfolio, ranked #200.

Girard Partners first reported a position in VOT in Q3 2018 and has held it in 18 quarters since. The position peaked at $687K in Q2 2021. 860 funds tracked by Wall St. Rank hold VOT as of Q2 2024.

  • Girard Partners held 1,652 shares of Vanguard Mid-Cap Growth ETF worth $379K as of Q2 2024.
  • Girard Partners left its Vanguard Mid-Cap Growth ETF share count unchanged in Q2 2024.
  • Vanguard Mid-Cap Growth ETF made up 0.04% of Girard Partners's portfolio in Q2 2024, its #200 holding.
  • Girard Partners first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2018 and has held it in 18 quarters since.
  • Girard Partners's Vanguard Mid-Cap Growth ETF position peaked at $687K in Q2 2021.
  • 860 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.