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Novak Financial Planning’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Novak Financial Planning’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 		$1.11M Sell
4,717
-52
-1% -$11.7K 0.55% 59
2021
Q1 		$1.02M Sell
4,769
-27
-0.6% -$5.86K 0.56% 58
2020
Q4 		$1.02M Buy
+4,796
New +$945K 0.6% 50

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
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Novak Financial Planning's VOT Position: Q2 2021 in Review

Novak Financial Planning reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 1.1% in Q2 2021, selling an estimated $11.7K and leaving 4,717 shares worth $1.11M. The position accounts for 0.55% of the portfolio, ranked #59.

Novak Financial Planning first reported a position in VOT in Q4 2020 and has held it in 3 quarters since. 627 funds tracked by Wall St. Rank hold VOT as of Q2 2021.

  • Novak Financial Planning held 4,717 shares of Vanguard Mid-Cap Growth ETF worth $1.11M as of Q2 2021.
  • Novak Financial Planning sold 52 Vanguard Mid-Cap Growth ETF shares in Q2 2021, an estimated $11.7K.
  • Vanguard Mid-Cap Growth ETF made up 0.55% of Novak Financial Planning's portfolio in Q2 2021, its #59 holding.
  • Novak Financial Planning first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2020 and has held it in 3 quarters since.
  • 627 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.