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Legacy Private Trust’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Legacy Private Trust’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
2023
Q2 		– Sell
-6,512
Closed -$1.27M – 235
2023
Q1 		$1.27M Hold
6,512
– – 0.11% 127
2022
Q4 		$1.17M Hold
6,512
– – 0.11% 132
2022
Q3 		$1.11M Hold
6,512
– – 0.11% 127
2022
Q2 		$1.14M Sell
6,512
-510
-7% -$98.7K 0.1% 127
2022
Q1 		$1.56M Sell
7,022
-29
-0.4% -$6.4K 0.12% 127
2021
Q4 		$1.79M Buy
7,051
+885
+14% +$223K 0.13% 121
2021
Q3 		$1.46M Hold
6,166
– – 0.12% 125
2021
Q2 		$1.46M Buy
+6,166
New +$1.38M 0.12% 129
2015
Q4 		– Sell
-2,979
Closed -$290K – 257
2015
Q3 		$290K Sell
2,979
-280
-9% -$29.2K 0.05% 206
2015
Q2 		$347K Sell
3,259
-656
-17% -$71.1K 0.05% 208
2015
Q1 		$423K Sell
3,915
-9,721
-71% -$1.01M 0.06% 197
2014
Q4 		$1.39M Buy
+13,636
New +$1.35M 0.2% 121

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Legacy Private Trust's VOT Position: Q2 2023 in Review

Legacy Private Trust sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q2 2023, closing a stake of 6,512 shares — an estimated $1.27M sold.

Legacy Private Trust first reported a position in VOT in Q4 2014 and held it in 12 quarters. The position peaked at $1.79M in Q4 2021. 745 funds tracked by Wall St. Rank hold VOT as of Q2 2023.

  • Legacy Private Trust reported no remaining Vanguard Mid-Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Legacy Private Trust sold 6,512 Vanguard Mid-Cap Growth ETF shares in Q2 2023, an estimated $1.27M.
  • Legacy Private Trust first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2014 and held it in 12 quarters.
  • Legacy Private Trust's Vanguard Mid-Cap Growth ETF position peaked at $1.79M in Q4 2021.
  • 745 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2023.

Based on Legacy Private Trust's 13F filing for Q2 2023, filed 7 Jul 2023.