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Manchester Financial’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Manchester Financial’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
2021
Q2 		– Sell
-341
Closed -$73K – 638
2021
Q1 		$73K Hold
341
– – 0.03% 142
2020
Q4 		$72K Hold
341
– – 0.04% 120
2020
Q3 		$61K Buy
+341
New +$60.1K 0.05% 116

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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Manchester Financial's VOT Position: Q2 2021 in Review

Manchester Financial sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2021, closing a stake of 341 shares — an estimated $73K sold.

Manchester Financial first reported a position in VOT in Q3 2020 and held it in 3 quarters. The position peaked at $73K in Q1 2021. 628 funds tracked by Wall St. Rank hold VOT as of Q2 2021.

  • Manchester Financial reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Manchester Financial sold 341 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2021, an estimated $73K.
  • Manchester Financial first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2020 and held it in 3 quarters.
  • Manchester Financial's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $73K in Q1 2021.
  • 628 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2021.

Based on Manchester Financial's 13F filing for Q2 2021, filed 21 Jul 2021.