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

Ratio Wealth 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
Q1 		$11.3M Buy
47,831
+3,607
+8% +$808K 2.1% 21
2023
Q4 		$9.71M Buy
+44,224
New +$8.84M 2.1% 21

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Ratio Wealth Group's VOT Position: Q1 2024 in Review

Ratio Wealth Group increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 8.2% in Q1 2024, buying an estimated $808K and bringing the position to 47,831 shares worth $11.3M. The position accounts for 2.1% of the portfolio, ranked #21.

Ratio Wealth Group first reported a position in VOT in Q4 2023 and has held it in 2 quarters since. 865 funds tracked by Wall St. Rank hold VOT as of Q1 2024.

  • Ratio Wealth Group held 47,831 shares of Vanguard Mid-Cap Growth ETF worth $11.3M as of Q1 2024.
  • Ratio Wealth Group bought 3,607 Vanguard Mid-Cap Growth ETF shares in Q1 2024, an estimated $808K.
  • Vanguard Mid-Cap Growth ETF made up 2.1% of Ratio Wealth Group's portfolio in Q1 2024, its #21 holding.
  • Ratio Wealth Group first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2023 and has held it in 2 quarters since.
  • 865 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2024.

Based on Ratio Wealth Group's 13F filing for Q1 2024, filed 13 May 2024.