NFG
VOT icon

Norris Financial Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Norris Financial 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
2021
Q2 		– Sell
-6,288
Closed -$1.35M – 93
2021
Q1 		$1.35M Sell
6,288
-12,860
-67% -$2.79M 0.99% 24
2020
Q4 		$4.06M Buy
19,148
+4,164
+28% +$820K 3.2% 7
2020
Q3 		$2.7M Sell
14,984
-17,111
-53% -$3.02M 2.28% 12
2020
Q2 		$5.3M Buy
+32,095
New +$4.85M 5.01% 4

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Norris Financial Group's VOT Position: Q2 2021 in Review

Norris Financial Group sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2021, closing a stake of 6,288 shares — an estimated $1.35M sold.

Norris Financial Group first reported a position in VOT in Q2 2020 and held it in 4 quarters. The position peaked at $5.3M in Q2 2020. 628 funds tracked by Wall St. Rank hold VOT as of Q2 2021.

  • Norris Financial Group reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Norris Financial Group sold 6,288 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2021, an estimated $1.35M.
  • Norris Financial Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2020 and held it in 4 quarters.
  • Norris Financial Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $5.3M in Q2 2020.
  • 628 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2021.

Based on Norris Financial Group's 13F filing for Q2 2021, filed 20 May 2026.