M1FG
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Mach-1 Financial Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Mach-1 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
2022
Q4 		– Sell
-59
Closed -$10K – 458
2022
Q3 		$10K Hold
59
– – 0.01% 228
2022
Q2 		$10K Hold
59
– – 0.01% 246
2022
Q1 		$13K Hold
59
– – 0.01% 116
2021
Q4 		$15K Buy
+59
New +$14.9K 0.01% 102

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Mach-1 Financial Group's VOT Position: Q4 2022 in Review

Mach-1 Financial Group sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2022, closing a stake of 59 shares — an estimated $10K sold.

Mach-1 Financial Group first reported a position in VOT in Q4 2021 and held it in 4 quarters. The position peaked at $15K in Q4 2021. 730 funds tracked by Wall St. Rank hold VOT as of Q4 2022.

  • Mach-1 Financial Group reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Mach-1 Financial Group sold 59 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2022, an estimated $10K.
  • Mach-1 Financial Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and held it in 4 quarters.
  • Mach-1 Financial Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $15K in Q4 2021.
  • 730 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2022.

Based on Mach-1 Financial Group's 13F filing for Q4 2022, filed 2 Feb 2023.