IRON Financial’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

IRON Financial’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	–	Sell	-967	Closed	-$207K	–	113
2021 Q1	$207K	Buy	+967	New	+$210K	0.11%	98

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

IRON Financial's VOT Position: Q2 2021 in Review

IRON Financial sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q2 2021, closing a stake of 967 shares — an estimated $207K sold.

IRON Financial first reported a position in VOT in Q1 2021 and held it in 1 quarter. The position peaked at $207K in Q1 2021. 627 funds tracked by Wall St. Rank hold VOT as of Q2 2021.

IRON Financial reported no remaining Vanguard Mid-Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
IRON Financial sold 967 Vanguard Mid-Cap Growth ETF shares in Q2 2021, an estimated $207K.
IRON Financial first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2021 and held it in 1 quarter.
IRON Financial's Vanguard Mid-Cap Growth ETF position peaked at $207K in Q1 2021.
627 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2021.

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