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Moss Adams Wealth Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Moss Adams Wealth Advisors’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
-4,836
Closed -$869K – 214
2022
Q4 		$869K Buy
+4,836
New +$876K 0.43% 37

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $250B AUM 21.32% 1-Year Est. Return

Moss Adams Wealth Advisors's VOT Position: Q1 2023 in Review

Moss Adams Wealth Advisors sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2023, closing a stake of 4,836 shares — an estimated $869K sold.

Moss Adams Wealth Advisors first reported a position in VOT in Q4 2022 and held it in 1 quarter. The position peaked at $869K in Q4 2022. 748 funds tracked by Wall St. Rank hold VOT as of Q1 2023.

  • Moss Adams Wealth Advisors reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 4,836 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2023, an estimated $869K.
  • Moss Adams Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and held it in 1 quarter.
  • Moss Adams Wealth Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $869K in Q4 2022.
  • 748 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2023, filed 20 Dec 2023.