IWAG
VOT icon

Integer Wealth Advisors Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Integer Wealth Advisors Group’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
Q1 		$220K Hold
985
– – 0.12% 77
2020
Q4 		$208K Buy
+985
New +$194K 0.14% 76

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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 $4.79B AUM 16.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Integer Wealth Advisors Group's VOT Position: Q1 2021 in Review

Integer Wealth Advisors Group held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q1 2021 at 985 shares worth $220K. The position accounts for 0.12% of the portfolio, ranked #77.

Integer Wealth Advisors Group first reported a position in VOT in Q4 2020 and has held it in 2 quarters since. 624 funds tracked by Wall St. Rank hold VOT as of Q1 2021.

  • Integer Wealth Advisors Group held 985 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $220K as of Q1 2021.
  • Integer Wealth Advisors Group left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q1 2021.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.12% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #77 holding.
  • Integer Wealth Advisors Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 2 quarters since.
  • 624 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.