MD
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Money Design’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Money Design’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
2024
Q4 		– Sell
-194,575
Closed -$47.4M – 82
2024
Q3 		$47.4M Buy
194,575
+46,948
+32% +$10.9M 2.36% 14
2024
Q2 		$33.9M Sell
147,627
-5,873
-4% -$1.35M 1.83% 16
2024
Q1 		$36.2M Sell
153,500
-1,209
-0.8% -$271K 1.97% 16
2023
Q4 		$34M Buy
154,709
+5,548
+4% +$1.11M 1.92% 15
2023
Q3 		$29.1M Sell
149,161
-7,504
-5% -$1.53M 1.76% 17
2023
Q2 		$32.2M Sell
156,665
-25,586
-14% -$4.96M 1.91% 15
2023
Q1 		$35.5M Buy
182,251
+6,912
+4% +$1.32M 2.1% 14
2022
Q4 		$31.5M Sell
175,339
-12,841
-7% -$2.33M 1.97% 15
2022
Q3 		$32.1M Buy
188,180
+48
+0% +$9.09K 2.27% 13
2022
Q2 		$33M Sell
188,132
-23,691
-11% -$4.59M 2.47% 11
2022
Q1 		$47.2M Buy
211,823
+93,712
+79% +$20.7M 3.2% 9
2021
Q4 		$30.2M Buy
118,111
+78,967
+202% +$19.9M 2.04% 15
2021
Q3 		$9.25M Sell
39,144
-16,729
-30% -$4.05M 0.76% 37
2021
Q2 		$13.2M Buy
55,873
+5,104
+10% +$1.14M 1.36% 28
2021
Q1 		$10.9M Buy
50,769
+445
+0.9% +$96.5K 1.27% 26
2020
Q4 		$10.7M Sell
50,324
-31,864
-39% -$6.28M 1.22% 29
2020
Q3 		$14.8M Sell
82,188
-127,328
-61% -$22.5M 1.78% 22
2020
Q2 		$34.6M Buy
+209,516
New +$31.7M 4.93% 5
2019
Q2 		– Sell
-16,873
Closed -$2.41M – 53
2019
Q1 		$2.41M Sell
16,873
-31,756
-65% -$4.27M 0.64% 31
2018
Q4 		$5.82M Sell
48,629
-66,363
-58% -$8.52M 1.85% 19
2018
Q3 		$16.4M Buy
114,992
+6,145
+6% +$861K 5.23% 7
2018
Q2 		$14.6M Buy
108,847
+101,984
+1,486% +$13.5M 5.33% 8
2018
Q1 		$890K Sell
6,863
-82,247
-92% -$10.8M 0.37% 25
2017
Q4 		$11.4M Buy
89,110
+1,217
+1% +$153K 6.66% 4
2017
Q3 		$10.7M Buy
+87,893
New +$10.5M 9.11% 3

Other funds holding VOT

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Money Design's VOT Position: Q4 2024 in Review

Money Design sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2024, closing a stake of 194,575 shares — an estimated $47.4M sold.

Money Design first reported a position in VOT in Q3 2017 and held it in 25 quarters. The position peaked at $47.4M in Q3 2024. 977 funds tracked by Wall St. Rank hold VOT as of Q4 2024.

  • Money Design reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Money Design sold 194,575 Vanguard Mid-Cap Growth ETF shares in Q4 2024, an estimated $47.4M.
  • Money Design first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2017 and held it in 25 quarters.
  • Money Design's Vanguard Mid-Cap Growth ETF position peaked at $47.4M in Q3 2024.
  • 977 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2024.

Based on Money Design's 13F filing for Q4 2024, filed 23 Jan 2025.