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Marino Stram & Associates’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Marino Stram & Associates’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
Q1 		– Sell
-841
Closed -$214K – 150
2021
Q4 		$214K Buy
+841
New +$212K 0.07% 145
2021
Q3 		– Sell
-1,560
Closed -$369K – 283
2021
Q2 		$369K Buy
+1,560
New +$350K 0.1% 167

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Marino Stram & Associates's VOT Position: Q1 2022 in Review

Marino Stram & Associates sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2022, closing a stake of 841 shares — an estimated $214K sold.

Marino Stram & Associates first reported a position in VOT in Q2 2021 and held it in 2 quarters. The position peaked at $369K in Q2 2021. 728 funds tracked by Wall St. Rank hold VOT as of Q1 2022.

  • Marino Stram & Associates reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Marino Stram & Associates sold 841 Vanguard Mid-Cap Growth ETF shares in Q1 2022, an estimated $214K.
  • Marino Stram & Associates first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2021 and held it in 2 quarters.
  • Marino Stram & Associates's Vanguard Mid-Cap Growth ETF position peaked at $369K in Q2 2021.
  • 728 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2022.

Based on Marino Stram & Associates's 13F filing for Q1 2022, filed 25 Apr 2022.