MHS
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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
2023
Q2 		– Sell
-1,028
Closed -$200K – 446
2023
Q1 		$200K Buy
+1,028
New +$197K 0.02% 438

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $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.