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National Wealth Management Group’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

National Wealth Management Group’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
2022
Q1 		– Sell
-1,092
Closed -$278K – 134
2021
Q4 		$278K Buy
+1,092
New +$275K 0.26% 96

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

National Wealth Management Group's VOT Position: Q1 2022 in Review

National Wealth Management Group sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2022, closing a stake of 1,092 shares — an estimated $278K sold.

National Wealth Management Group first reported a position in VOT in Q4 2021 and held it in 1 quarter. The position peaked at $278K in Q4 2021. 728 funds tracked by Wall St. Rank hold VOT as of Q1 2022.

  • National Wealth Management Group reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • National Wealth Management Group sold 1,092 Vanguard Mid-Cap Growth ETF shares in Q1 2022, an estimated $278K.
  • National Wealth Management Group first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2021 and held it in 1 quarter.
  • National Wealth Management Group's Vanguard Mid-Cap Growth ETF position peaked at $278K in Q4 2021.
  • 728 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2022.

Based on National Wealth Management Group's 13F filing for Q1 2022, filed 17 Nov 2023.