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Harvest Investment Services’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Harvest Investment Services’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 		– Sell
-1,387
Closed -$327K – 313
2021
Q3 		$327K Buy
1,387
+87
+7% +$21.1K 0.13% 204
2021
Q2 		$307K Buy
1,300
+64
+5% +$14.4K 0.13% 207
2021
Q1 		$265K Buy
1,236
+115
+10% +$24.9K 0.12% 213
2020
Q4 		$237K Buy
+1,121
New +$221K 0.12% 181

Other funds holding VOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Harvest Investment Services's VOT Position: Q4 2021 in Review

Harvest Investment Services sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2021, closing a stake of 1,387 shares — an estimated $327K sold.

Harvest Investment Services first reported a position in VOT in Q4 2020 and held it in 4 quarters. The position peaked at $327K in Q3 2021. 752 funds tracked by Wall St. Rank hold VOT as of Q4 2021.

  • Harvest Investment Services reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Harvest Investment Services sold 1,387 Vanguard Mid-Cap Growth ETF shares in Q4 2021, an estimated $327K.
  • Harvest Investment Services first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2020 and held it in 4 quarters.
  • Harvest Investment Services's Vanguard Mid-Cap Growth ETF position peaked at $327K in Q3 2021.
  • 752 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2021.

Based on Harvest Investment Services's 13F filing for Q4 2021, filed 31 Jan 2022.