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

Mid Atlantic Financial Management’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 Q3	$3.35M	Buy	14,162 +1,113	+9%	+$269K	0.22%	100
2021 Q2	$3.08M	Buy	13,049 +33	+0.3%	+$7.4K	0.21%	106
2021 Q1	$2.79M	Sell	13,016 -155	-1%	-$33.6K	0.2%	107
2020 Q4	$2.79M	Buy	13,171 +34	+0.3%	+$6.7K	0.21%	104
2020 Q3	$2.53M	Sell	13,137 -601	-4%	-$106K	0.22%	103
2020 Q2	$2.27M	Sell	13,738 -131	-0.9%	-$19.8K	0.22%	101
2020 Q1	$1.76M	Sell	13,869 -644	-4%	-$97.8K	0.2%	106
2019 Q4	$2.3M	Buy	14,513 +152	+1%	+$23.2K	0.22%	103
2019 Q3	$2.13M	Sell	14,361 -249	-2%	-$37.3K	0.23%	90
2019 Q2	$2.18M	Sell	14,610 -300	-2%	-$43.8K	0.23%	93
2019 Q1	$2.13M	Sell	14,910 -134	-0.9%	-$18K	0.23%	85
2018 Q4	$1.8M	Buy	+15,044	New	+$1.93M	0.22%	102

Other funds holding VOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mid Atlantic Financial Management's VOT Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 8.5% in Q3 2021, buying an estimated $269K and bringing the position to 14,162 shares worth $3.35M. The position accounts for 0.22% of the portfolio, ranked #100.

Mid Atlantic Financial Management first reported a position in VOT in Q4 2018 and has held it in 12 quarters since. 635 funds tracked by Wall St. Rank hold VOT as of Q3 2021.

Mid Atlantic Financial Management held 14,162 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $3.35M as of Q3 2021.
Mid Atlantic Financial Management bought 1,113 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2021, an estimated $269K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.22% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #100 holding.
Mid Atlantic Financial Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2018 and has held it in 12 quarters since.
635 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.