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RGT Wealth Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

RGT 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
2022
Q3 		$17K Hold
99
– – ﹤0.01% 103
2022
Q2 		$17K Hold
99
– – ﹤0.01% 109
2022
Q1 		$22K Hold
99
– – ﹤0.01% 106
2021
Q4 		$25K Buy
+99
New +$25K ﹤0.01% 182

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
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 $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RGT Wealth Advisors's VOT Position: Q3 2022 in Review

RGT Wealth Advisors held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2022 at 99 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #103.

RGT Wealth Advisors first reported a position in VOT in Q4 2021 and has held it in 4 quarters since. The position peaked at $25K in Q4 2021. 678 funds tracked by Wall St. Rank hold VOT as of Q3 2022.

  • RGT Wealth Advisors held 99 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $17K as of Q3 2022.
  • RGT Wealth Advisors left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2022.
  • Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of RGT Wealth Advisors's portfolio in Q3 2022, its #103 holding.
  • RGT Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 4 quarters since.
  • RGT Wealth Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $25K in Q4 2021.
  • 678 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.