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

Independence 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
2020 Q3	$3K	Hold	14	–	–	﹤0.01%	162
2020 Q2	$2K	Sell	14 -1,550	-99%	-$234K	﹤0.01%	162
2020 Q1	$198K	Sell	1,564 -110	-7%	-$16.7K	0.05%	84
2019 Q4	$266K	Hold	1,674	–	–	0.06%	79
2019 Q3	$248K	Sell	1,674 -105	-6%	-$15.7K	0.06%	83
2019 Q2	$266K	Hold	1,779	–	–	0.07%	77
2019 Q1	$254K	Hold	1,779	–	–	0.07%	78
2018 Q4	$213K	Hold	1,779	–	–	0.07%	77
2018 Q3	$254K	Hold	1,779	–	–	0.08%	74
2018 Q2	$239K	Hold	1,779	–	–	0.08%	69
2018 Q1	$231K	Hold	1,779	–	–	0.08%	69
2017 Q4	$227K	Hold	1,779	–	–	0.08%	68
2017 Q3	$217K	Hold	1,779	–	–	0.09%	65
2017 Q2	$209K	Hold	1,779	–	–	0.08%	70
2017 Q1	$201K	Buy	+1,779	New	+$198K	0.08%	73

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Independence Advisors's VOT Position: Q3 2020 in Review

Independence Advisors held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q3 2020 at 14 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #162.

Independence Advisors first reported a position in VOT in Q1 2017 and has held it in 15 quarters since. The position peaked at $266K in Q4 2019. 528 funds tracked by Wall St. Rank hold VOT as of Q3 2020.

Independence Advisors held 14 shares of Vanguard Mid-Cap Growth ETF worth $3K as of Q3 2020.
Independence Advisors left its Vanguard Mid-Cap Growth ETF share count unchanged in Q3 2020.
Vanguard Mid-Cap Growth ETF made up ﹤0.01% of Independence Advisors's portfolio in Q3 2020, its #162 holding.
Independence Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2017 and has held it in 15 quarters since.
Independence Advisors's Vanguard Mid-Cap Growth ETF position peaked at $266K in Q4 2019.
528 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.