Nauset Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Nauset Wealth Management’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	$101K	Buy	+455	New	+$100K	0.08%	83

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Nauset Wealth Management's VOT Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2022: 455 shares worth $101K. The stake represents 0.08% of the portfolio and ranks #83 among its holdings.

730 funds tracked by Wall St. Rank hold VOT as of Q1 2022.

Nauset Wealth Management held 455 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $101K as of Q1 2022.
Vanguard Morningstar Mid-Cap Growth ETF was a new Nauset Wealth Management position in Q1 2022.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.08% of Nauset Wealth Management's portfolio in Q1 2022, its #83 holding.
730 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.