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LWS Wealth Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

LWS Wealth Advisors’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
Q4 		$229K Buy
1,043
+2
+0.2% +$400 0.09% 61
2023
Q3 		$203K Sell
1,041
-7
-0.7% -$1.43K 0.09% 56
2023
Q2 		$216K Buy
1,048
+8
+0.8% +$1.55K 0.09% 57
2023
Q1 		$203K Buy
+1,040
New +$199K 0.08% 59
2022
Q2 		– Sell
-1,035
Closed -$231K – 63
2022
Q1 		$231K Buy
1,035
+1
+0.1% +$221 0.1% 53
2021
Q4 		$263K Buy
1,034
+1
+0.1% +$252 0.11% 54
2021
Q3 		$244K Sell
1,033
-83
-7% -$20.1K 0.11% 54
2021
Q2 		$264K Sell
1,116
-261
-19% -$58.5K 0.12% 50
2021
Q1 		$295K Sell
1,377
-290
-17% -$62.9K 0.13% 49
2020
Q4 		$353K Sell
1,667
-31
-2% -$6.11K 0.16% 47
2020
Q3 		$306K Sell
1,698
-155
-8% -$27.3K 0.15% 49
2020
Q2 		$306K Sell
1,853
-35
-2% -$5.29K 0.16% 48
2020
Q1 		$239K Sell
1,888
-74
-4% -$11.2K 0.16% 48
2019
Q4 		$311K Buy
+1,962
New +$299K 0.16% 47

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LWS Wealth Advisors's VOT Position: Q4 2023 in Review

LWS Wealth Advisors increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.19% in Q4 2023, buying an estimated $400 and bringing the position to 1,043 shares worth $229K. The position accounts for 0.09% of the portfolio, ranked #61.

LWS Wealth Advisors first reported a position in VOT in Q4 2019 and has held it in 14 quarters since. The position peaked at $353K in Q4 2020. 841 funds tracked by Wall St. Rank hold VOT as of Q4 2023.

  • LWS Wealth Advisors held 1,043 shares of Vanguard Mid-Cap Growth ETF worth $229K as of Q4 2023.
  • LWS Wealth Advisors bought 2 Vanguard Mid-Cap Growth ETF shares in Q4 2023, an estimated $400.
  • Vanguard Mid-Cap Growth ETF made up 0.09% of LWS Wealth Advisors's portfolio in Q4 2023, its #61 holding.
  • LWS Wealth Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2019 and has held it in 14 quarters since.
  • LWS Wealth Advisors's Vanguard Mid-Cap Growth ETF position peaked at $353K in Q4 2020.
  • 841 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2023.

Based on LWS Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.