M Holdings Securities’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

M Holdings Securities’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 Q2	–	Sell	-1,183	Closed	-$264K	–	515
2022 Q1	$264K	Buy	+1,183	New	+$261K	0.02%	422
2021 Q2	–	Sell	-2,175	Closed	-$467K	–	481
2021 Q1	$467K	Buy	+2,175	New	+$472K	0.04%	303
2014 Q4	–	Sell	-400	Closed	-$39K	–	435
2014 Q3	$39K	Buy	+400	New	+$38.8K	0.02%	414

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

M Holdings Securities's VOT Position: Q2 2022 in Review

M Holdings Securities sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2022, closing a stake of 1,183 shares — an estimated $264K sold.

M Holdings Securities first reported a position in VOT in Q3 2014 and held it in 3 quarters. The position peaked at $467K in Q1 2021. 682 funds tracked by Wall St. Rank hold VOT as of Q2 2022.

M Holdings Securities reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
M Holdings Securities sold 1,183 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2022, an estimated $264K.
M Holdings Securities first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2014 and held it in 3 quarters.
M Holdings Securities's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $467K in Q1 2021.
682 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2022.

Based on M Holdings Securities's 13F filing for Q2 2022, filed 16 Aug 2022.