Meristem Family Wealth’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Meristem Family Wealth’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	$568K	Hold	2,549	–	–	0.06%	172
2021 Q4	$649K	Sell	2,549 -303	-11%	-$76.4K	0.06%	185
2021 Q3	$674K	Hold	2,852	–	–	0.07%	181
2021 Q2	$674K	Hold	2,852	–	–	0.11%	137
2021 Q1	$612K	Hold	2,852	–	–	0.12%	112
2020 Q4	$605K	Hold	2,852	–	–	0.13%	102
2020 Q3	$514K	Hold	2,852	–	–	0.13%	95
2020 Q2	$471K	Hold	2,852	–	–	0.13%	106
2020 Q1	$361K	Hold	2,852	–	–	0.11%	113
2019 Q4	$453K	Hold	2,852	–	–	0.11%	109
2019 Q3	$422K	Buy	2,852 +1,343	+89%	+$201K	0.11%	111
2019 Q2	$225K	Hold	1,509	–	–	0.07%	147
2019 Q1	$215K	Sell	1,509 -230	-13%	-$30.9K	0.07%	140
2018 Q4	$208K	Sell	1,739 -395	-19%	-$50.7K	0.08%	119
2018 Q3	$304K	Hold	2,134	–	–	0.1%	109
2018 Q2	$287K	Hold	2,134	–	–	0.1%	104
2018 Q1	$277K	Hold	2,134	–	–	0.1%	109
2017 Q4	$273K	Buy	+2,134	New	+$268K	0.1%	98

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Meristem Family Wealth's VOT Position: Q1 2022 in Review

Meristem Family Wealth held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q1 2022 at 2,549 shares worth $568K. The position accounts for 0.06% of the portfolio, ranked #172.

Meristem Family Wealth first reported a position in VOT in Q4 2017 and has held it in 18 quarters since. The position peaked at $674K in Q3 2021. 729 funds tracked by Wall St. Rank hold VOT as of Q1 2022.

Meristem Family Wealth held 2,549 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $568K as of Q1 2022.
Meristem Family Wealth left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q1 2022.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.06% of Meristem Family Wealth's portfolio in Q1 2022, its #172 holding.
Meristem Family Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2017 and has held it in 18 quarters since.
Meristem Family Wealth's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $674K in Q3 2021.
729 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.