Peterson Financial Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Peterson Financial Group’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
2024 Q3	$22.7K	Buy	+93	New	+$21.7K	0.09%	143

Other funds holding VOT

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

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

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

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

Peterson Financial Group's VOT Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2024: 93 shares worth $22.7K. The stake represents 0.09% of the portfolio and ranks #143 among its holdings.

903 funds tracked by Wall St. Rank hold VOT as of Q3 2024.

Peterson Financial Group held 93 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $22.7K as of Q3 2024.
Vanguard Morningstar Mid-Cap Growth ETF was a new Peterson Financial Group position in Q3 2024.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.09% of Peterson Financial Group's portfolio in Q3 2024, its #143 holding.
903 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.