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Homrich & Berg’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Homrich & Berg’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 		$3.87M Buy
16,381
+24
+0.1% +$5.81K 0.09% 93
2021
Q2 		$3.87M Buy
16,357
+90
+0.6% +$20.2K 0.09% 92
2021
Q1 		$3.49M Buy
16,267
+133
+0.8% +$28.9K 0.09% 86
2020
Q4 		$3.42M Sell
16,134
-230
-1% -$45.3K 0.1% 82
2020
Q3 		$2.95M Buy
16,364
+15,043
+1,139% +$2.65M 0.1% 67
2020
Q2 		$218K Buy
+1,321
New +$200K 0.01% 287

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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

Homrich & Berg's VOT Position: Q3 2021 in Review

Homrich & Berg increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.15% in Q3 2021, buying an estimated $5.81K and bringing the position to 16,381 shares worth $3.87M. The position accounts for 0.09% of the portfolio, ranked #93.

Homrich & Berg first reported a position in VOT in Q2 2020 and has held it in 6 quarters since. 634 funds tracked by Wall St. Rank hold VOT as of Q3 2021.

  • Homrich & Berg held 16,381 shares of Vanguard Mid-Cap Growth ETF worth $3.87M as of Q3 2021.
  • Homrich & Berg bought 24 Vanguard Mid-Cap Growth ETF shares in Q3 2021, an estimated $5.81K.
  • Vanguard Mid-Cap Growth ETF made up 0.09% of Homrich & Berg's portfolio in Q3 2021, its #93 holding.
  • Homrich & Berg first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2020 and has held it in 6 quarters since.
  • 634 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.