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Horan Securities’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Horan Securities’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
2023
Q3 		– Sell
-16
Closed -$3.29K – 655
2023
Q2 		$3.29K Buy
+16
New +$3.1K ﹤0.01% 521

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Horan Securities's VOT Position: Q3 2023 in Review

Horan Securities sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q3 2023, closing a stake of 16 shares — an estimated $3.29K sold.

Horan Securities first reported a position in VOT in Q2 2023 and held it in 1 quarter. The position peaked at $3.29K in Q2 2023. 754 funds tracked by Wall St. Rank hold VOT as of Q3 2023.

  • Horan Securities reported no remaining Vanguard Mid-Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 16 Vanguard Mid-Cap Growth ETF shares in Q3 2023, an estimated $3.29K.
  • Horan Securities first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2023 and held it in 1 quarter.
  • Horan Securities's Vanguard Mid-Cap Growth ETF position peaked at $3.29K in Q2 2023.
  • 754 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.