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

LifePlan Financial 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
2020 Q3	$24K	Hold	135	–	–	0.01%	322
2020 Q2	$22K	Hold	135	–	–	0.01%	326
2020 Q1	$17K	Hold	135	–	–	0.01%	340
2019 Q4	$21K	Hold	135	–	–	0.01%	342
2019 Q3	$20K	Hold	135	–	–	0.01%	348
2019 Q2	$20K	Hold	135	–	–	0.01%	345
2019 Q1	$19K	Sell	135 -45	-25%	-$6.05K	0.01%	352
2018 Q4	$22K	Hold	180	–	–	0.01%	322
2018 Q3	$26K	Hold	180	–	–	0.01%	314
2018 Q2	$24K	Hold	180	–	–	0.01%	319
2018 Q1	$23K	Buy	+180	New	+$23.6K	0.01%	305

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

LifePlan Financial Group's VOT Position: Q3 2020 in Review

LifePlan Financial Group held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q3 2020 at 135 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #322.

LifePlan Financial Group first reported a position in VOT in Q1 2018 and has held it in 11 quarters since. The position peaked at $26K in Q3 2018. 528 funds tracked by Wall St. Rank hold VOT as of Q3 2020.

LifePlan Financial Group held 135 shares of Vanguard Mid-Cap Growth ETF worth $24K as of Q3 2020.
LifePlan Financial Group left its Vanguard Mid-Cap Growth ETF share count unchanged in Q3 2020.
Vanguard Mid-Cap Growth ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #322 holding.
LifePlan Financial Group first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Vanguard Mid-Cap Growth ETF position peaked at $26K in Q3 2018.
528 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.