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Northwest Investment Counselors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Northwest Investment Counselors’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
Q3 		$13.1K Buy
+54
New +$12.6K ﹤0.01% 396
2024
Q2 		– Sell
-54
Closed -$12.7K – 492
2024
Q1 		$12.7K Buy
+54
New +$12.1K ﹤0.01% 356
2023
Q4 		– Sell
-54
Closed -$10.5K – 526
2023
Q3 		$10.5K Hold
54
– – ﹤0.01% 380
2023
Q2 		$11.1K Hold
54
– – ﹤0.01% 379
2023
Q1 		$10.5K Hold
54
– – ﹤0.01% 390
2022
Q4 		$9.71K Buy
+54
New +$9.79K ﹤0.01% 404

Other funds holding VOT

AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Northwest Investment Counselors's VOT Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2024: 54 shares worth $13.1K. The stake represents ﹤0.01% of the portfolio and ranks #396 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in VOT as recently as Q1 2024.

Northwest Investment Counselors first reported a position in VOT in Q4 2022 and has held it in 6 quarters since. 902 funds tracked by Wall St. Rank hold VOT as of Q3 2024.

  • Northwest Investment Counselors held 54 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $13.1K as of Q3 2024.
  • Vanguard Morningstar Mid-Cap Growth ETF was a new Northwest Investment Counselors position in Q3 2024.
  • Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #396 holding.
  • Northwest Investment Counselors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 6 quarters since.
  • 902 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.