Parsec Financial Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Parsec Financial Management’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
2023 Q1	$352K	Sell	1,805 -17	-0.9%	-$3.25K	0.01%	239
2022 Q4	$328K	Hold	1,822	–	–	0.01%	240
2022 Q3	$311K	Sell	1,822 -101	-5%	-$19.1K	0.02%	233
2022 Q2	$337K	Sell	1,923 -359	-16%	-$69.5K	0.02%	237
2022 Q1	$508K	Buy	2,282 +275	+14%	+$60.7K	0.02%	219
2021 Q4	$511K	Sell	2,007 -160	-7%	-$40.3K	0.02%	216
2021 Q3	$572K	Hold	2,167	–	–	0.02%	205
2021 Q2	$512K	Buy	+2,167	New	+$486K	0.02%	197

Other funds holding VOT

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Parsec Financial Management's VOT Position: Q1 2023 in Review

Parsec Financial Management reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.93% in Q1 2023, selling an estimated $3.25K and leaving 1,805 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #239.

Parsec Financial Management first reported a position in VOT in Q2 2021 and has held it in 8 quarters since. The position peaked at $572K in Q3 2021. 746 funds tracked by Wall St. Rank hold VOT as of Q1 2023.

Parsec Financial Management held 1,805 shares of Vanguard Mid-Cap Growth ETF worth $352K as of Q1 2023.
Parsec Financial Management sold 17 Vanguard Mid-Cap Growth ETF shares in Q1 2023, an estimated $3.25K.
Vanguard Mid-Cap Growth ETF made up 0.01% of Parsec Financial Management's portfolio in Q1 2023, its #239 holding.
Parsec Financial Management first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2021 and has held it in 8 quarters since.
Parsec Financial Management's Vanguard Mid-Cap Growth ETF position peaked at $572K in Q3 2021.
746 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2023.

Based on Parsec Financial Management's 13F filing for Q1 2023, filed 6 Apr 2023.