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PRW Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

PRW Wealth Management’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
2022
Q2 		– Sell
-15,121
Closed -$3.37M – 125
2022
Q1 		$3.37M Buy
15,121
+1,666
+12% +$368K 1.49% 18
2021
Q4 		$3.43M Buy
+13,455
New +$3.39M 1.59% 17

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PRW Wealth Management's VOT Position: Q2 2022 in Review

PRW Wealth Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2022, closing a stake of 15,121 shares — an estimated $3.37M sold.

PRW Wealth Management first reported a position in VOT in Q4 2021 and held it in 2 quarters. The position peaked at $3.43M in Q4 2021. 682 funds tracked by Wall St. Rank hold VOT as of Q2 2022.

  • PRW Wealth Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • PRW Wealth Management sold 15,121 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2022, an estimated $3.37M.
  • PRW Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and held it in 2 quarters.
  • PRW Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $3.43M in Q4 2021.
  • 682 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2022.

Based on PRW Wealth Management's 13F filing for Q2 2022, filed 26 Jul 2022.