Pecaut & Co’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Pecaut & Co’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 Q4	–	Sell	-508	Closed	-$99K	–	104
2023 Q3	$99K	Sell	508 -2	-0.4%	-$408	0.04%	83
2023 Q2	$105K	Sell	510 -40	-7%	-$7.75K	0.04%	86
2023 Q1	$107K	Hold	550	–	–	0.05%	90
2022 Q4	$98.9K	Buy	550 +240	+77%	+$43.5K	0.05%	88
2022 Q3	$53K	Sell	310 -10	-3%	-$1.89K	0.03%	85
2022 Q2	$56K	Buy	320 +26	+9%	+$5.03K	0.03%	86
2022 Q1	$66K	Buy	294 +40	+16%	+$8.83K	0.03%	86
2021 Q4	$65K	Buy	254 +69	+37%	+$17.4K	0.03%	84
2021 Q3	$44K	Sell	185 -1	-0.5%	-$242	0.03%	67
2021 Q2	$44K	Buy	+186	New	+$41.7K	0.03%	68

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Pecaut & Co's VOT Position: Q4 2023 in Review

Pecaut & Co sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2023, closing a stake of 508 shares — an estimated $99K sold.

Pecaut & Co first reported a position in VOT in Q2 2021 and held it in 10 quarters. The position peaked at $107K in Q1 2023. 844 funds tracked by Wall St. Rank hold VOT as of Q4 2023.

Pecaut & Co reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
Pecaut & Co sold 508 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2023, an estimated $99K.
Pecaut & Co first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2021 and held it in 10 quarters.
Pecaut & Co's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $107K in Q1 2023.
844 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2023.

Based on Pecaut & Co's 13F filing for Q4 2023, filed 7 Feb 2024.