Institutional & Family Asset Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Institutional & Family Asset Management’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
2024 Q2	$165K	Hold	720	–	–	0.03%	154
2024 Q1	$170K	Hold	720	–	–	0.03%	151
2023 Q4	$158K	Hold	720	–	–	0.03%	154
2023 Q3	$140K	Sell	720 -23	-3%	-$4.7K	0.02%	153
2023 Q2	$153K	Buy	743 +23	+3%	+$4.46K	0.02%	156
2023 Q1	$140K	Hold	720	–	–	0.02%	153
2022 Q4	$129K	Hold	720	–	–	0.02%	153
2022 Q3	$123K	Hold	720	–	–	0.02%	156
2022 Q2	$126K	Hold	720	–	–	0.02%	159
2022 Q1	$160K	Hold	720	–	–	0.03%	159
2021 Q4	$183K	Hold	720	–	–	0.03%	161
2021 Q3	$170K	Hold	720	–	–	0.03%	192
2021 Q2	$170K	Hold	720	–	–	0.03%	192
2021 Q1	$155K	Hold	720	–	–	0.03%	213
2020 Q4	$153K	Hold	720	–	–	0.03%	206
2020 Q3	$130K	Sell	720 -9	-1%	-$1.59K	0.03%	207
2020 Q2	$120K	Buy	729 +9	+1%	+$1.36K	0.02%	218
2020 Q1	$91K	Hold	720	–	–	0.02%	216
2019 Q4	$114K	Hold	720	–	–	0.02%	215
2019 Q3	$107K	Hold	720	–	–	0.02%	209
2019 Q2	$108K	Hold	720	–	–	0.02%	215
2019 Q1	$103K	Hold	720	–	–	0.02%	235
2018 Q4	$86K	Hold	720	–	–	0.02%	251
2018 Q3	$103K	Hold	720	–	–	0.02%	259
2018 Q2	$97K	Hold	720	–	–	0.02%	267
2018 Q1	$93K	Buy	+720	New	+$94.6K	0.02%	255

Other funds holding VOT

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Institutional & Family Asset Management's VOT Position: Q2 2024 in Review

Institutional & Family Asset Management held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q2 2024 at 720 shares worth $165K. The position accounts for 0.03% of the portfolio, ranked #154.

Institutional & Family Asset Management first reported a position in VOT in Q1 2018 and has held it in 26 quarters since. The position peaked at $183K in Q4 2021. 860 funds tracked by Wall St. Rank hold VOT as of Q2 2024.

Institutional & Family Asset Management held 720 shares of Vanguard Mid-Cap Growth ETF worth $165K as of Q2 2024.
Institutional & Family Asset Management left its Vanguard Mid-Cap Growth ETF share count unchanged in Q2 2024.
Vanguard Mid-Cap Growth ETF made up 0.03% of Institutional & Family Asset Management's portfolio in Q2 2024, its #154 holding.
Institutional & Family Asset Management first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's Vanguard Mid-Cap Growth ETF position peaked at $183K in Q4 2021.
860 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.