Nachman Norwood & Parrott’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Nachman Norwood & Parrott’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 Q2	$1.16M	Hold	4,902	–	–	0.12%	119
2021 Q1	$1.05M	Sell	4,902 -117	-2%	-$25.4K	0.12%	119
2020 Q4	$1.06M	Sell	5,019 -125	-2%	-$24.6K	0.12%	112
2020 Q3	$927K	Sell	5,144 -65	-1%	-$11.5K	0.12%	110
2020 Q2	$860K	Sell	5,209 -231	-4%	-$34.9K	0.14%	109
2020 Q1	$689K	Sell	5,440 -400	-7%	-$60.7K	0.14%	109
2019 Q4	$927K	Sell	5,840 -67	-1%	-$10.2K	0.15%	107
2019 Q3	$875K	Sell	5,907 -78	-1%	-$11.7K	0.16%	108
2019 Q2	$894K	Sell	5,985 -40	-0.7%	-$5.83K	0.16%	106
2019 Q1	$862K	Sell	6,025 -278	-4%	-$37.4K	0.16%	106
2018 Q4	$754K	Buy	+6,303	New	+$809K	0.16%	106

Other funds holding VOT

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

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

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

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

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Nachman Norwood & Parrott's VOT Position: Q2 2021 in Review

Nachman Norwood & Parrott held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2021 at 4,902 shares worth $1.16M. The position accounts for 0.12% of the portfolio, ranked #119.

Nachman Norwood & Parrott first reported a position in VOT in Q4 2018 and has held it in 11 quarters since. 628 funds tracked by Wall St. Rank hold VOT as of Q2 2021.

Nachman Norwood & Parrott held 4,902 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.16M as of Q2 2021.
Nachman Norwood & Parrott left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2021.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.12% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #119 holding.
Nachman Norwood & Parrott first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2018 and has held it in 11 quarters since.
628 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.