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Prostatis Group’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Prostatis 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
Q3 		– Sell
-36,129
Closed -$36.1K – 245
2023
Q2 		$36.1K Buy
+36,129
New +$7M 0.02% 201
2022
Q1 		– Sell
-1,111
Closed -$283K – 107
2021
Q4 		$283K Sell
1,111
-390
-26% -$98.3K 0.17% 79
2021
Q3 		$355K Sell
1,501
-49
-3% -$11.9K 0.21% 71
2021
Q2 		$366K Sell
1,550
-229
-13% -$51.4K 0.25% 71
2021
Q1 		$382K Sell
1,779
-152
-8% -$33K 0.3% 72
2020
Q4 		$409K Sell
1,931
-479
-20% -$94.3K 0.34% 56
2020
Q3 		$434K Buy
+2,410
New +$425K 0.41% 50

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Prostatis Group's VOT Position: Q3 2023 in Review

Prostatis Group sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q3 2023, closing a stake of 36,129 shares — an estimated $36.1K sold.

Prostatis Group first reported a position in VOT in Q3 2020 and held it in 7 quarters. The position peaked at $434K in Q3 2020. 754 funds tracked by Wall St. Rank hold VOT as of Q3 2023.

  • Prostatis Group reported no remaining Vanguard Mid-Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Prostatis Group sold 36,129 Vanguard Mid-Cap Growth ETF shares in Q3 2023, an estimated $36.1K.
  • Prostatis Group first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2020 and held it in 7 quarters.
  • Prostatis Group's Vanguard Mid-Cap Growth ETF position peaked at $434K in Q3 2020.
  • 754 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2023.

Based on Prostatis Group's 13F filing for Q3 2023, filed 21 Mar 2025.