GI
VOT icon

Gradient Investments’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Gradient Investments’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
Q3 		– Sell
-280
Closed -$64.3K – 1267
2024
Q2 		$64.3K Buy
280
+28
+11% +$6.42K ﹤0.01% 459
2024
Q1 		$59.4K Sell
252
-1,748
-87% -$392K ﹤0.01% 414
2023
Q4 		$439K Buy
2,000
+701
+54% +$140K 0.01% 273
2023
Q3 		$253K Buy
1,299
+237
+22% +$48.4K 0.01% 295
2023
Q2 		$219K Buy
1,062
+907
+585% +$176K 0.01% 313
2023
Q1 		$30.2K Buy
155
+11
+8% +$2.11K ﹤0.01% 592
2022
Q4 		$25.9K Sell
144
-74
-34% -$13.4K ﹤0.01% 638
2022
Q3 		$37K Buy
218
+43
+25% +$8.14K ﹤0.01% 529
2022
Q2 		$31K Hold
175
– – ﹤0.01% 561
2022
Q1 		$39K Sell
175
-177
-50% -$39.1K ﹤0.01% 522
2021
Q4 		$90K Sell
352
-47
-12% -$11.8K ﹤0.01% 374
2021
Q3 		$94K Sell
399
-13
-3% -$3.15K ﹤0.01% 377
2021
Q2 		$97K Buy
412
+11
+3% +$2.47K ﹤0.01% 370
2021
Q1 		$86K Buy
401
+386
+2,573% +$83.7K ﹤0.01% 384
2020
Q4 		$3K Hold
15
– – ﹤0.01% 914
2020
Q3 		$3K Buy
+15
New +$2.65K ﹤0.01% 919
2019
Q3 		– Sell
-5
Closed -$1K – 1243
2019
Q2 		$1K Buy
+5
New +$729 ﹤0.01% 984
2018
Q3 		– Sell
-11
Closed -$1K – 1064
2018
Q2 		$1K Buy
+11
New +$1.46K ﹤0.01% 941
2018
Q1 		– Sell
-21
Closed -$3K – 1171
2017
Q4 		$3K Buy
+21
New +$2.63K ﹤0.01% 774

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 $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gradient Investments's VOT Position: Q3 2024 in Review

Gradient Investments sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2024, closing a stake of 280 shares — an estimated $64.3K sold.

Gradient Investments first reported a position in VOT in Q4 2017 and held it in 19 quarters. The position peaked at $439K in Q4 2023. 904 funds tracked by Wall St. Rank hold VOT as of Q3 2024.

  • Gradient Investments reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 280 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2024, an estimated $64.3K.
  • Gradient Investments first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2017 and held it in 19 quarters.
  • Gradient Investments's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $439K in Q4 2023.
  • 904 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.