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Parametric Portfolio Associates’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Parametric Portfolio Associates’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
2022
Q1 		$573K Buy
2,572
+1,274
+98% +$281K ﹤0.01% 3035
2021
Q4 		$331K Buy
+1,298
New +$327K ﹤0.01% 3244

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Parametric Portfolio Associates's VOT Position: Q1 2022 in Review

Parametric Portfolio Associates increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 98% in Q1 2022, buying an estimated $281K and bringing the position to 2,572 shares worth $573K. The position accounts for ﹤0.01% of the portfolio, ranked #3035.

Parametric Portfolio Associates first reported a position in VOT in Q4 2021 and has held it in 2 quarters since. 730 funds tracked by Wall St. Rank hold VOT as of Q1 2022.

  • Parametric Portfolio Associates held 2,572 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $573K as of Q1 2022.
  • Parametric Portfolio Associates bought 1,274 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2022, an estimated $281K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #3035 holding.
  • Parametric Portfolio Associates first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 2 quarters since.
  • 730 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.