Laurel Wealth Advisors (California)’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Laurel Wealth Advisors (California)’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
2022 Q4	$484K	Buy	2,691 +1	+0%	+$181	0.05%	364
2022 Q3	$459K	Hold	2,690	–	–	0.05%	361
2022 Q2	$472K	Hold	2,690	–	–	0.05%	376
2022 Q1	$599K	Sell	2,690 -133	-5%	-$29.4K	0.05%	364
2021 Q4	$719K	Buy	+2,823	New	+$712K	0.06%	342
2021 Q1	–	Sell	-2,878	Closed	-$610K	–	493
2020 Q4	$610K	Buy	2,878 +45	+2%	+$8.86K	0.09%	217
2020 Q3	$510K	Hold	2,833	–	–	0.08%	224
2020 Q2	$468K	Sell	2,833 -169	-6%	-$25.6K	0.09%	229
2020 Q1	$380K	Hold	3,002	–	–	0.09%	237
2019 Q4	$477K	Sell	3,002 -9	-0.3%	-$1.37K	0.08%	263
2019 Q3	$446K	Sell	3,011 -120	-4%	-$18K	0.08%	271
2019 Q2	$468K	Sell	3,131 -123	-4%	-$17.9K	0.1%	215
2019 Q1	$465K	Buy	3,254 +493	+18%	+$66.3K	0.11%	201
2018 Q4	$330K	Hold	2,761	–	–	0.1%	237
2018 Q3	$393K	Buy	2,761 +901	+48%	+$126K	0.1%	230
2018 Q2	$250K	Buy	+1,860	New	+$247K	0.07%	304

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Laurel Wealth Advisors (California)'s VOT Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.04% in Q4 2022, buying an estimated $181 and bringing the position to 2,691 shares worth $484K. The position accounts for 0.05% of the portfolio, ranked #364.

Laurel Wealth Advisors (California) first reported a position in VOT in Q2 2018 and has held it in 16 quarters since. The position peaked at $719K in Q4 2021. 728 funds tracked by Wall St. Rank hold VOT as of Q4 2022.

Laurel Wealth Advisors (California) held 2,691 shares of Vanguard Mid-Cap Growth ETF worth $484K as of Q4 2022.
Laurel Wealth Advisors (California) bought 1 Vanguard Mid-Cap Growth ETF share in Q4 2022, an estimated $181.
Vanguard Mid-Cap Growth ETF made up 0.05% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #364 holding.
Laurel Wealth Advisors (California) first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2018 and has held it in 16 quarters since.
Laurel Wealth Advisors (California)'s Vanguard Mid-Cap Growth ETF position peaked at $719K in Q4 2021.
728 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.