Hoover Financial Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Hoover Financial 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 Q2	$223K	Hold	944	–	–	0.04%	126
2021 Q1	$205K	Sell	944 -21	-2%	-$4.55K	0.04%	122
2020 Q4	$209K	Hold	965	–	–	0.05%	103
2020 Q3	$174K	Buy	965 +742	+333%	+$131K	0.06%	101
2020 Q2	$37K	Buy	+223	New	+$33.7K	0.01%	215

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Hoover Financial Advisors's VOT Position: Q2 2021 in Review

Hoover Financial Advisors held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2021 at 944 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #126.

Hoover Financial Advisors first reported a position in VOT in Q2 2020 and has held it in 5 quarters since. 628 funds tracked by Wall St. Rank hold VOT as of Q2 2021.

Hoover Financial Advisors held 944 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $223K as of Q2 2021.
Hoover Financial Advisors left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2021.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of Hoover Financial Advisors's portfolio in Q2 2021, its #126 holding.
Hoover Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2020 and has held it in 5 quarters since.
628 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.