HCIA
VOT icon

Hochman Cole Investment Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Hochman Cole Investment 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
2021
Q3 		$1.68M Sell
7,125
-210
-3% -$50.8K 0.66% 34
2021
Q2 		$1.73M Sell
7,335
-858
-10% -$192K 0.69% 33
2021
Q1 		$1.76M Hold
8,193
– – 0.74% 32
2020
Q4 		$1.74M Sell
8,193
-242
-3% -$47.7K 0.75% 29
2020
Q3 		$1.52M Hold
8,435
– – 0.75% 29
2020
Q2 		$1.39M Sell
8,435
-30
-0.4% -$4.54K 0.77% 31
2020
Q1 		$1.07M Hold
8,465
– – 0.74% 36
2019
Q4 		$1.34M Sell
8,465
-1,126
-12% -$172K 0.73% 34
2019
Q3 		$1.42M Sell
9,591
-500
-5% -$74.9K 0.89% 30
2019
Q2 		$1.51M Hold
10,091
– – 0.9% 30
2019
Q1 		$1.44M Hold
10,091
– – 0.86% 31
2018
Q4 		$1.21M Hold
10,091
– – 0.83% 32
2018
Q3 		$1.44M Sell
10,091
-527
-5% -$73.8K 0.9% 28
2018
Q2 		$1.43M Hold
10,618
– – 0.94% 29
2018
Q1 		$1.38M Hold
10,618
– – 0.96% 29
2017
Q4 		$1.36M Sell
10,618
-116
-1% -$14.5K 0.85% 35
2017
Q3 		$1.31M Buy
10,734
+8
+0.1% +$953 0.86% 35
2017
Q2 		$1.26M Sell
10,726
-243
-2% -$28.2K 0.87% 32
2017
Q1 		$1.24M Buy
10,969
+10
+0.1% +$1.11K 0.9% 31
2016
Q4 		$1.16M Hold
10,959
– – 0.84% 34
2016
Q3 		$1.17M Buy
10,959
+3,281
+43% +$347K 0.87% 33
2016
Q2 		$782K Buy
7,678
+6
+0.1% +$606 0.64% 40
2016
Q1 		$769K Buy
7,672
+17
+0.2% +$1.59K 0.66% 39
2015
Q4 		$763K Buy
+7,655
New +$775K 0.65% 42

Other funds holding VOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Hochman Cole Investment Advisors's VOT Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 2.9% in Q3 2021, selling an estimated $50.8K and leaving 7,125 shares worth $1.68M. The position accounts for 0.66% of the portfolio, ranked #34.

Hochman Cole Investment Advisors first reported a position in VOT in Q4 2015 and has held it in 24 quarters since. The position peaked at $1.76M in Q1 2021. 635 funds tracked by Wall St. Rank hold VOT as of Q3 2021.

  • Hochman Cole Investment Advisors held 7,125 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.68M as of Q3 2021.
  • Hochman Cole Investment Advisors sold 210 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2021, an estimated $50.8K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.66% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #34 holding.
  • Hochman Cole Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2015 and has held it in 24 quarters since.
  • Hochman Cole Investment Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.76M in Q1 2021.
  • 635 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.