Paracle Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Paracle 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
2021 Q1	–	Sell	-1,097	Closed	-$232K	–	89
2020 Q4	$232K	Sell	1,097 -149	-12%	-$29.3K	0.04%	90
2020 Q3	$224K	Sell	1,246 -47	-4%	-$8.29K	0.05%	84
2020 Q2	$213K	Buy	+1,293	New	+$196K	0.05%	82

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Paracle Advisors's VOT Position: Q1 2021 in Review

Paracle Advisors sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2021, closing a stake of 1,097 shares — an estimated $232K sold.

Paracle Advisors first reported a position in VOT in Q2 2020 and held it in 3 quarters. The position peaked at $232K in Q4 2020. 623 funds tracked by Wall St. Rank hold VOT as of Q1 2021.

Paracle Advisors reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2021 after selling out during the quarter.
Paracle Advisors sold 1,097 Vanguard Mid-Cap Growth ETF shares in Q1 2021, an estimated $232K.
Paracle Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2020 and held it in 3 quarters.
Paracle Advisors's Vanguard Mid-Cap Growth ETF position peaked at $232K in Q4 2020.
623 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2021.

Based on Paracle Advisors's 13F filing for Q1 2021, filed 13 May 2021.