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Regent Peak Wealth Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-27
Closed -$6K – 972
2020
Q4 		$6K Buy
+27
New +$5.32K ﹤0.01% 648

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
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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Regent Peak Wealth Advisors's VOT Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2021, closing a stake of 27 shares — an estimated $6K sold.

Regent Peak Wealth Advisors first reported a position in VOT in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 623 funds tracked by Wall St. Rank hold VOT as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 27 Vanguard Mid-Cap Growth ETF shares in Q1 2021, an estimated $6K.
  • Regent Peak Wealth Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Vanguard Mid-Cap Growth ETF position peaked at $6K in Q4 2020.
  • 623 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.