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Lumature Wealth Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Lumature Wealth Partners’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 		$2.59M Buy
12,595
+645
+5% +$125K 1.54% 13
2023
Q1 		$2.33M Buy
11,950
+247
+2% +$47.3K 1.31% 13
2022
Q4 		$2.1M Buy
11,703
+121
+1% +$21.9K 1.18% 14
2022
Q3 		$1.98M Buy
11,582
+161
+1% +$30.5K 1.06% 16
2022
Q2 		$2M Buy
11,421
+1,571
+16% +$304K 0.89% 19
2022
Q1 		$2.19M Buy
9,850
+561
+6% +$124K 0.88% 20
2021
Q4 		$2.37M Buy
9,289
+741
+9% +$187K 0.92% 19
2021
Q3 		$2.02M Buy
8,548
+778
+10% +$188K 0.83% 23
2021
Q2 		$1.84M Buy
7,770
+538
+7% +$121K 0.76% 26
2021
Q1 		$1.55M Buy
7,232
+2,486
+52% +$539K 0.82% 27
2020
Q4 		$1.01M Buy
+4,746
New +$935K 0.95% 23

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 $58.2B AUM 22.78% 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 $4.79B AUM 16.42% 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

Lumature Wealth Partners's VOT Position: Q2 2023 in Review

Lumature Wealth Partners increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 5.4% in Q2 2023, buying an estimated $125K and bringing the position to 12,595 shares worth $2.59M. The position accounts for 1.54% of the portfolio, ranked #13.

Lumature Wealth Partners first reported a position in VOT in Q4 2020 and has held it in 11 quarters since. 746 funds tracked by Wall St. Rank hold VOT as of Q2 2023.

  • Lumature Wealth Partners held 12,595 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.59M as of Q2 2023.
  • Lumature Wealth Partners bought 645 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2023, an estimated $125K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 1.54% of Lumature Wealth Partners's portfolio in Q2 2023, its #13 holding.
  • Lumature Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 11 quarters since.
  • 746 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.