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Relaxing Retirement Coach’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Relaxing Retirement Coach’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
2023
Q2 		$1.26M Sell
6,102
-423
-6% -$82K 0.38% 31
2023
Q1 		$1.27M Sell
6,525
-49
-0.7% -$9.38K 0.42% 30
2022
Q4 		$1.18M Buy
6,574
+1
+0% +$181 0.44% 32
2022
Q3 		$1.12M Sell
6,573
-4
-0.1% -$757 0.53% 27
2022
Q2 		$1.15M Buy
6,577
+1
+0% +$194 0.58% 30
2022
Q1 		$1.47M Sell
6,576
-615
-9% -$136K 0.75% 27
2021
Q4 		$1.83M Buy
7,191
+1
+0% +$252 1.05% 23
2021
Q3 		$1.7M Hold
7,190
– – 1.39% 22
2021
Q2 		$1.7M Sell
7,190
-255
-3% -$57.2K 1.44% 22
2021
Q1 		$1.6M Sell
7,445
-52
-0.7% -$11.3K 1.82% 19
2020
Q4 		$1.59M Sell
7,497
-242
-3% -$47.7K 1.74% 21
2020
Q3 		$1.4M Sell
7,739
-126
-2% -$22.2K 0.61% 36
2020
Q2 		$1.3M Sell
7,865
-975
-11% -$147K 0.91% 34
2020
Q1 		$1.12M Sell
8,840
-47
-0.5% -$7.14K 0.69% 35
2019
Q4 		$1.41M Sell
8,887
-33
-0.4% -$5.04K 0.41% 35
2019
Q3 		$1.32M Sell
8,920
-1,320
-13% -$198K 0.41% 35
2019
Q2 		$1.53M Sell
10,240
-274
-3% -$40K 0.47% 35
2019
Q1 		$1.5M Sell
10,514
-2,053
-16% -$276K 0.47% 35
2018
Q4 		$1.51M Sell
12,567
-877
-7% -$113K 0.51% 34
2018
Q3 		$1.92M Sell
13,444
-437
-3% -$61.2K 0.57% 34
2018
Q2 		$1.87M Sell
13,881
-7,966
-36% -$1.06M 0.58% 34
2018
Q1 		$2.83M Sell
21,847
-10,166
-32% -$1.34M 0.89% 33
2017
Q4 		$4.09M Buy
+32,013
New +$4.02M 1.33% 29

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Relaxing Retirement Coach's VOT Position: Q2 2023 in Review

Relaxing Retirement Coach reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 6.5% in Q2 2023, selling an estimated $82K and leaving 6,102 shares worth $1.26M. The position accounts for 0.38% of the portfolio, ranked #31.

Relaxing Retirement Coach first reported a position in VOT in Q4 2017 and has held it in 23 quarters since. The position peaked at $4.09M in Q4 2017. 747 funds tracked by Wall St. Rank hold VOT as of Q2 2023.

  • Relaxing Retirement Coach held 6,102 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.26M as of Q2 2023.
  • Relaxing Retirement Coach sold 423 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2023, an estimated $82K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.38% of Relaxing Retirement Coach's portfolio in Q2 2023, its #31 holding.
  • Relaxing Retirement Coach first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2017 and has held it in 23 quarters since.
  • Relaxing Retirement Coach's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $4.09M in Q4 2017.
  • 747 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.