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Herold Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Herold Advisors’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
Q2 		– Sell
-350
Closed -$78K – 664
2022
Q1 		$78K Buy
+350
New +$77.3K 0.03% 305
2021
Q4 		– Sell
-485
Closed -$114K – 638
2021
Q3 		$114K Buy
+485
New +$117K 0.04% 261

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Herold Advisors's VOT Position: Q2 2022 in Review

Herold Advisors sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q2 2022, closing a stake of 350 shares — an estimated $78K sold.

Herold Advisors first reported a position in VOT in Q3 2021 and held it in 2 quarters. The position peaked at $114K in Q3 2021. 680 funds tracked by Wall St. Rank hold VOT as of Q2 2022.

  • Herold Advisors reported no remaining Vanguard Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 350 Vanguard Mid-Cap Growth ETF shares in Q2 2022, an estimated $78K.
  • Herold Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Vanguard Mid-Cap Growth ETF position peaked at $114K in Q3 2021.
  • 680 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.