RegentAtlantic Capital’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

RegentAtlantic Capital’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 Q3	$474K	Buy	2,778 +1,626	+141%	+$308K	0.01%	453
2022 Q2	$202K	Buy	+1,152	New	+$223K	0.01%	644
2015 Q1	–	Sell	-120	Closed	-$12.2K	–	936
2014 Q4	$12.2K	Buy	+120	New	+$11.9K	﹤0.01%	862

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

RegentAtlantic Capital's VOT Position: Q3 2022 in Review

RegentAtlantic Capital increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 141% in Q3 2022, buying an estimated $308K and bringing the position to 2,778 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #453.

RegentAtlantic Capital first reported a position in VOT in Q4 2014 and has held it in 3 quarters since. 679 funds tracked by Wall St. Rank hold VOT as of Q3 2022.

RegentAtlantic Capital held 2,778 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $474K as of Q3 2022.
RegentAtlantic Capital bought 1,626 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2022, an estimated $308K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of RegentAtlantic Capital's portfolio in Q3 2022, its #453 holding.
RegentAtlantic Capital first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2014 and has held it in 3 quarters since.
679 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.