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Schrum Private Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Schrum Private Wealth Management’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
2024
Q4 		– Sell
-1,288
Closed -$314K – 171
2024
Q3 		$314K Buy
+1,288
New +$300K 0.16% 124

Other funds holding VOT

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Schrum Private Wealth Management's VOT Position: Q4 2024 in Review

Schrum Private Wealth Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2024, closing a stake of 1,288 shares — an estimated $314K sold.

Schrum Private Wealth Management first reported a position in VOT in Q3 2024 and held it in 1 quarter. The position peaked at $314K in Q3 2024. 976 funds tracked by Wall St. Rank hold VOT as of Q4 2024.

  • Schrum Private Wealth Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Schrum Private Wealth Management sold 1,288 Vanguard Mid-Cap Growth ETF shares in Q4 2024, an estimated $314K.
  • Schrum Private Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2024 and held it in 1 quarter.
  • Schrum Private Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $314K in Q3 2024.
  • 976 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2024.

Based on Schrum Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.