Kings Point Capital Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Kings Point Capital 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
2021 Q4	–	Sell	-186	Closed	-$44K	–	654
2021 Q3	$44K	Buy	+186	New	+$45K	﹤0.01%	374
2015 Q4	–	Sell	-124	Closed	-$12K	–	384
2015 Q3	$12K	Hold	124	–	–	﹤0.01%	354
2015 Q2	$13K	Hold	124	–	–	﹤0.01%	337
2015 Q1	$13K	Buy	+124	New	+$12.9K	﹤0.01%	340

Other funds holding VOT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kings Point Capital Management's VOT Position: Q4 2021 in Review

Kings Point Capital Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2021, closing a stake of 186 shares — an estimated $44K sold.

Kings Point Capital Management first reported a position in VOT in Q1 2015 and held it in 4 quarters. The position peaked at $44K in Q3 2021. 753 funds tracked by Wall St. Rank hold VOT as of Q4 2021.

Kings Point Capital Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
Kings Point Capital Management sold 186 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2021, an estimated $44K.
Kings Point Capital Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2015 and held it in 4 quarters.
Kings Point Capital Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $44K in Q3 2021.
753 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2021.

Based on Kings Point Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.