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Money Concepts Capital’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-1,472
Closed -$265K – 2841
2022
Q4 		$265K Buy
1,472
+1,457
+9,713% +$264K 0.01% 593
2022
Q3 		$3K Hold
15
– – ﹤0.01% 1346
2022
Q2 		$3K Sell
15
-1,575
-99% -$305K ﹤0.01% 1289
2022
Q1 		$354K Buy
1,590
+1,420
+835% +$313K 0.02% 533
2021
Q4 		$43K Buy
+170
New +$42.9K ﹤0.01% 608
2021
Q1 		$1.03M Buy
4,819
+157
+3% +$34.1K 0.08% 210
2020
Q4 		$989K Buy
+4,662
New +$918K 0.09% 189

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
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
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $208B AUM 16.12% 1-Year Est. Return

Money Concepts Capital's VOT Position: Q1 2023 in Review

Money Concepts Capital sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2023, closing a stake of 1,472 shares — an estimated $265K sold.

Money Concepts Capital first reported a position in VOT in Q4 2020 and held it in 7 quarters. The position peaked at $1.03M in Q1 2021. 746 funds tracked by Wall St. Rank hold VOT as of Q1 2023.

  • Money Concepts Capital reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,472 Vanguard Mid-Cap Growth ETF shares in Q1 2023, an estimated $265K.
  • Money Concepts Capital first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2020 and held it in 7 quarters.
  • Money Concepts Capital's Vanguard Mid-Cap Growth ETF position peaked at $1.03M in Q1 2021.
  • 746 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.