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Raymond James Financial Services Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Raymond James Financial Services Advisors’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
Q3 		$51.7M Buy
212,456
+31,652
+18% +$7.37M 0.07% 268
2024
Q2 		$41.5M Buy
180,804
+3,872
+2% +$888K 0.06% 304
2024
Q1 		$41.7M Buy
176,932
+25,834
+17% +$5.79M 0.06% 293
2023
Q4 		$33.2M Buy
151,098
+2,661
+2% +$532K 0.05% 333
2023
Q3 		$28.9M Buy
148,437
+525
+0.4% +$107K 0.05% 334
2023
Q2 		$30.4M Sell
147,912
-6,551
-4% -$1.27M 0.05% 330
2023
Q1 		$30.1M Buy
154,463
+45,066
+41% +$8.63M 0.06% 310
2022
Q4 		$19.7M Buy
109,397
+20,084
+22% +$3.64M 0.04% 434
2022
Q3 		$15.2M Buy
89,313
+12,138
+16% +$2.3M 0.03% 465
2022
Q2 		$13.5M Sell
77,175
-2,699
-3% -$522K 0.03% 526
2022
Q1 		$17.8M Sell
79,874
-5,021
-6% -$1.11M 0.03% 483
2021
Q4 		$21.6M Buy
84,895
+8,277
+11% +$2.09M 0.04% 433
2021
Q3 		$18.1M Sell
76,618
-12,746
-14% -$3.09M 0.04% 468
2021
Q2 		$21.1M Buy
89,364
+3,185
+4% +$714K 0.04% 425
2021
Q1 		$18.5M Sell
86,179
-31,364
-27% -$6.8M 0.04% 424
2020
Q4 		$24.9M Buy
117,543
+10,536
+10% +$2.07M 0.06% 302
2020
Q3 		$19.3M Buy
107,007
+626
+0.6% +$110K 0.06% 329
2020
Q2 		$17.6M Buy
106,381
+48,907
+85% +$7.4M 0.06% 321
2020
Q1 		$7.28M Sell
57,474
-17,215
-23% -$2.61M 0.03% 453
2019
Q4 		$11.9M Buy
74,689
+10,207
+16% +$1.56M 0.04% 455
2019
Q3 		$9.55M Sell
64,482
-1,078
-2% -$161K 0.03% 483
2019
Q2 		$9.79M Buy
65,560
+3,757
+6% +$548K 0.04% 453
2019
Q1 		$8.83M Sell
61,803
-92,332
-60% -$12.4M 0.04% 463
2018
Q4 		$18.4M Buy
154,135
+127,287
+474% +$16.3M 0.1% 234
2018
Q3 		$3.83M Buy
26,848
+6,623
+33% +$928K 0.02% 753
2018
Q2 		$2.72M Sell
20,225
-455
-2% -$60.4K 0.01% 867
2018
Q1 		$2.68M Buy
20,680
+3,684
+22% +$484K 0.02% 809
2017
Q4 		$2.17M Sell
16,996
-1,116
-6% -$140K 0.01% 877
2017
Q3 		$2.21M Buy
18,112
+797
+5% +$95K 0.01% 874
2017
Q2 		$2.04M Buy
17,315
+3,089
+22% +$359K 0.01% 879
2017
Q1 		$1.61M Sell
14,226
-6,134
-30% -$682K 0.01% 930
2016
Q4 		$2.15M Sell
20,360
-2,047
-9% -$215K 0.02% 743
2016
Q3 		$2.38M Sell
22,407
-728
-3% -$77K 0.02% 690
2016
Q2 		$2.36M Sell
23,135
-1,446
-6% -$146K 0.02% 657
2016
Q1 		$2.46M Sell
24,581
-3,306
-12% -$308K 0.03% 548
2015
Q4 		$2.78M Sell
27,887
-9,558
-26% -$968K 0.03% 521
2015
Q3 		$3.64M Buy
+37,445
New +$3.91M 0.06% 358
2015
Q2 		– Sell
-13,807
Closed -$1.49M – 793
2015
Q1 		$1.49M Buy
13,807
+198
+1% +$20.6K 0.07% 277
2014
Q4 		$1.38M Buy
13,609
+1,955
+17% +$193K 0.07% 287
2014
Q3 		$1.12M Buy
+11,654
New +$1.13M 0.06% 323

Other funds holding VOT

AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Raymond James Financial Services Advisors's VOT Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 18% in Q3 2024, buying an estimated $7.37M and bringing the position to 212,456 shares worth $51.7M. The position accounts for 0.07% of the portfolio, ranked #268.

Raymond James Financial Services Advisors first reported a position in VOT in Q3 2014 and has held it in 40 quarters since. 901 funds tracked by Wall St. Rank hold VOT as of Q3 2024.

  • Raymond James Financial Services Advisors held 212,456 shares of Vanguard Mid-Cap Growth ETF worth $51.7M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 31,652 Vanguard Mid-Cap Growth ETF shares in Q3 2024, an estimated $7.37M.
  • Vanguard Mid-Cap Growth ETF made up 0.07% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #268 holding.
  • Raymond James Financial Services Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2014 and has held it in 40 quarters since.
  • 901 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.