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Northwest Financial Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-333
Closed -$81.1K – 530
2024
Q3 		$81.1K Buy
+333
New +$77.5K 0.06% 178
2024
Q1 		– Sell
-333
Closed -$73.1K – 514
2023
Q4 		$73.1K Buy
+333
New +$66.6K 0.06% 173

Other funds holding VOT

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwest Financial Advisors's VOT Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2024, closing a stake of 333 shares — an estimated $81.1K sold.

Northwest Financial Advisors first reported a position in VOT in Q4 2023 and held it in 2 quarters. The position peaked at $81.1K in Q3 2024. 980 funds tracked by Wall St. Rank hold VOT as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 333 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2024, an estimated $81.1K.
  • Northwest Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $81.1K in Q3 2024.
  • 980 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.