Silicon Valley Capital Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Silicon Valley Capital Partners’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	–	Hold	0	–	–	–	294
2023 Q1	–	Hold	0	–	–	–	234
2022 Q4	–	Hold	0	–	–	–	197
2020 Q1	–	Sell	-1,572	Closed	-$250K	–	42
2019 Q4	$250K	Buy	1,572 +4	+0.3%	+$610	0.08%	37
2019 Q3	$232K	Buy	1,568 +6	+0.4%	+$899	0.09%	31
2019 Q2	$233K	Buy	1,562 +3	+0.2%	+$438	0.09%	32
2019 Q1	$223K	Buy	+1,559	New	+$210K	0.1%	31
2018 Q4	–	Sell	-1,552	Closed	-$221K	–	32
2018 Q3	$221K	Hold	1,552	–	–	0.09%	24
2018 Q2	$212K	Buy	1,552 +2	+0.1%	+$266	0.1%	26
2018 Q1	$201K	Buy	+1,550	New	+$204K	0.12%	24

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

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

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

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

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

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

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

Silicon Valley Capital Partners's VOT Position: Q2 2023 in Review

Silicon Valley Capital Partners held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2023 at 0 shares worth $101. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Silicon Valley Capital Partners first reported a position in VOT in Q1 2018 and has held it in 7 quarters since. The position peaked at $250K in Q4 2019. 747 funds tracked by Wall St. Rank hold VOT as of Q2 2023.

Silicon Valley Capital Partners held 0 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $101 as of Q2 2023.
Silicon Valley Capital Partners left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2023.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Silicon Valley Capital Partners's portfolio in Q2 2023, its #294 holding.
Silicon Valley Capital Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2018 and has held it in 7 quarters since.
Silicon Valley Capital Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $250K in Q4 2019.
747 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2023.

Based on Silicon Valley Capital Partners's 13F filing for Q2 2023, filed 14 Aug 2023.