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Heritage Wealth Management (Arizona)’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$38.5K Buy
214
+107
+100% +$19.4K 0.01% 548
2022
Q3 		$18K Sell
107
-288
-73% -$54.5K 0.01% 556
2022
Q2 		$69.3K Sell
395
-11
-3% -$2.13K 0.02% 372
2022
Q1 		$90K Buy
+406
New +$89.6K 0.02% 383
2021
Q3 		$28K Hold
118
– – 0.01% 517
2021
Q2 		$28K Sell
118
-68
-37% -$15.3K 0.01% 517
2021
Q1 		$40K Buy
+186
New +$40.3K 0.02% 412

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
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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s VOT Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 100% in Q4 2022, buying an estimated $19.4K and bringing the position to 214 shares worth $38.5K. The position accounts for 0.01% of the portfolio, ranked #548.

Heritage Wealth Management (Arizona) first reported a position in VOT in Q1 2021 and has held it in 7 quarters since. The position peaked at $90K in Q1 2022. 728 funds tracked by Wall St. Rank hold VOT as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 214 shares of Vanguard Mid-Cap Growth ETF worth $38.5K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 107 Vanguard Mid-Cap Growth ETF shares in Q4 2022, an estimated $19.4K.
  • Vanguard Mid-Cap Growth ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #548 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2021 and has held it in 7 quarters since.
  • Heritage Wealth Management (Arizona)'s Vanguard Mid-Cap Growth ETF position peaked at $90K in Q1 2022.
  • 728 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.