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Private Portfolio Partners’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Private Portfolio Partners’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
2020
Q4 		– Sell
-1,270
Closed -$229K – 232
2020
Q3 		$229K Sell
1,270
-29
-2% -$5.11K 0.09% 186
2020
Q2 		$214K Buy
+1,299
New +$196K 0.1% 176
2019
Q3 		– Sell
-3,801
Closed -$568K – 228
2019
Q2 		$568K Buy
3,801
+1,727
+83% +$252K 0.24% 112
2019
Q1 		$296K Buy
+2,074
New +$279K 0.16% 148

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Private Portfolio Partners's VOT Position: Q4 2020 in Review

Private Portfolio Partners sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2020, closing a stake of 1,270 shares — an estimated $229K sold.

Private Portfolio Partners first reported a position in VOT in Q1 2019 and held it in 4 quarters. The position peaked at $568K in Q2 2019. 612 funds tracked by Wall St. Rank hold VOT as of Q4 2020.

  • Private Portfolio Partners reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Private Portfolio Partners sold 1,270 Vanguard Mid-Cap Growth ETF shares in Q4 2020, an estimated $229K.
  • Private Portfolio Partners first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2019 and held it in 4 quarters.
  • Private Portfolio Partners's Vanguard Mid-Cap Growth ETF position peaked at $568K in Q2 2019.
  • 612 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2020.

Based on Private Portfolio Partners's 13F filing for Q4 2020, filed 16 Feb 2021.