Global Financial Private Capital’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Global Financial Private 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
2020 Q2	$6.76M	Buy	40,957 +1,898	+5%	+$287K	0.42%	69
2020 Q1	$4.95M	Sell	39,059 -3,294	-8%	-$500K	0.31%	89
2019 Q4	$6.72M	Buy	42,353 +3,534	+9%	+$539K	0.34%	82
2019 Q3	$5.75M	Buy	38,819 +6,695	+21%	+$1M	0.29%	94
2019 Q2	$4.8M	Buy	+32,124	New	+$4.69M	0.23%	112
2018 Q4	–	Sell	-23,558	Closed	-$3.36M	–	517
2018 Q3	$3.36M	Buy	23,558 +427	+2%	+$59.8K	0.12%	155
2018 Q2	$3.11M	Sell	23,131 -2,872	-11%	-$381K	0.11%	156
2018 Q1	$3.37M	Sell	26,003 -3,108	-11%	-$408K	0.12%	142
2017 Q4	$3.72M	Buy	29,111 +1,456	+5%	+$183K	0.13%	117
2017 Q3	$3.37M	Buy	+27,655	New	+$3.3M	0.12%	108

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Global Financial Private Capital's VOT Position: Q2 2020 in Review

Global Financial Private Capital increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 4.9% in Q2 2020, buying an estimated $287K and bringing the position to 40,957 shares worth $6.76M. The position accounts for 0.42% of the portfolio, ranked #69.

Global Financial Private Capital first reported a position in VOT in Q3 2017 and has held it in 10 quarters since. 511 funds tracked by Wall St. Rank hold VOT as of Q2 2020.

Global Financial Private Capital held 40,957 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $6.76M as of Q2 2020.
Global Financial Private Capital bought 1,898 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2020, an estimated $287K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.42% of Global Financial Private Capital's portfolio in Q2 2020, its #69 holding.
Global Financial Private Capital first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2017 and has held it in 10 quarters since.
511 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.