Roble Belko & Company’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Roble Belko & Company’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 Q1	–	Sell	-1,193	Closed	-$214K	–	331
2022 Q4	$214K	Hold	1,193	–	–	0.05%	92
2022 Q3	$203K	Hold	1,193	–	–	0.05%	94
2022 Q2	$209K	Hold	1,193	–	–	0.05%	93
2022 Q1	$266K	Hold	1,193	–	–	0.05%	83
2021 Q4	$304K	Hold	1,193	–	–	0.06%	76
2021 Q3	$282K	Hold	1,193	–	–	0.06%	72
2021 Q2	$282K	Hold	1,193	–	–	0.06%	78
2021 Q1	$256K	Sell	1,193 -385	-24%	-$83.5K	0.06%	79
2020 Q4	$335K	Hold	1,578	–	–	0.09%	64
2020 Q3	$284K	Buy	+1,578	New	+$278K	0.08%	68

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Roble Belko & Company's VOT Position: Q1 2023 in Review

Roble Belko & Company sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2023, closing a stake of 1,193 shares — an estimated $214K sold.

Roble Belko & Company first reported a position in VOT in Q3 2020 and held it in 10 quarters. The position peaked at $335K in Q4 2020. 747 funds tracked by Wall St. Rank hold VOT as of Q1 2023.

Roble Belko & Company reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
Roble Belko & Company sold 1,193 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2023, an estimated $214K.
Roble Belko & Company first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2020 and held it in 10 quarters.
Roble Belko & Company's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $335K in Q4 2020.
747 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2023.

Based on Roble Belko & Company's 13F filing for Q1 2023, filed 10 May 2023.