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

Prairie Sky 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
2023
Q4 		– Sell
-1,818
Closed -$354K – 81
2023
Q3 		$354K Sell
1,818
-138
-7% -$28.2K 0.25% 50
2023
Q2 		$403K Buy
+1,956
New +$379K 0.27% 43

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Prairie Sky Financial Group's VOT Position: Q4 2023 in Review

Prairie Sky Financial Group sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2023, closing a stake of 1,818 shares — an estimated $354K sold.

Prairie Sky Financial Group first reported a position in VOT in Q2 2023 and held it in 2 quarters. The position peaked at $403K in Q2 2023. 844 funds tracked by Wall St. Rank hold VOT as of Q4 2023.

  • Prairie Sky Financial Group reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Prairie Sky Financial Group sold 1,818 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2023, an estimated $354K.
  • Prairie Sky Financial Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2023 and held it in 2 quarters.
  • Prairie Sky Financial Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $403K in Q2 2023.
  • 844 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2023.

Based on Prairie Sky Financial Group's 13F filing for Q4 2023, filed 18 Jan 2024.