SS
VOT icon

Simplicity Solutions’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Simplicity Solutions’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
Q4 		$1.78M Sell
8,112
-548
-6% -$110K 0.05% 323
2023
Q3 		$1.69M Sell
8,660
-4,180
-33% -$853K 0.05% 316
2023
Q2 		$2.64M Buy
12,840
+912
+8% +$177K 0.07% 248
2023
Q1 		$2.32M Buy
+11,928
New +$2.28M 0.06% 279
2021
Q1 		– Sell
-195,993
Closed -$41.6M – 966
2020
Q4 		$41.6M Buy
195,993
+167,771
+594% +$33M 0.62% 33
2020
Q3 		$5.08M Buy
28,222
+4,363
+18% +$769K 0.09% 189
2020
Q2 		$3.94M Buy
23,859
+4,502
+23% +$681K 0.08% 202
2020
Q1 		$2.45M Sell
19,357
-1,461
-7% -$222K 0.08% 200
2019
Q4 		$3.31M Sell
20,818
-2,780
-12% -$424K 0.1% 164
2019
Q3 		$3.5M Buy
23,598
+1,493
+7% +$224K 0.14% 125
2019
Q2 		$3.3M Buy
22,105
+10,284
+87% +$1.5M 0.14% 114
2019
Q1 		$1.69M Buy
11,821
+8,582
+265% +$1.15M 0.1% 174
2018
Q4 		$387K Sell
3,239
-12,966
-80% -$1.66M 0.05% 371
2018
Q3 		$2.31M Buy
16,205
+4,636
+40% +$649K 0.13% 98
2018
Q2 		$1.55M Buy
11,569
+9,351
+422% +$1.24M 0.11% 106
2018
Q1 		$287K Buy
2,218
+502
+29% +$65.9K 0.02% 290
2017
Q4 		$219K Buy
+1,716
New +$215K 0.02% 342
2015
Q3 		– Sell
-2,384
Closed -$254K – 158
2015
Q2 		$254K Sell
2,384
-796
-25% -$86.2K 0.24% 105
2015
Q1 		$344K Sell
3,180
-1,082
-25% -$113K 0.41% 61
2014
Q4 		$433K Buy
+4,262
New +$421K 0.51% 53

Other funds holding VOT

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
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
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Simplicity Solutions's VOT Position: Q4 2023 in Review

Simplicity Solutions reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 6.3% in Q4 2023, selling an estimated $110K and leaving 8,112 shares worth $1.78M. The position accounts for 0.05% of the portfolio, ranked #323.

Simplicity Solutions first reported a position in VOT in Q4 2014 and has held it in 20 quarters since. The position peaked at $41.6M in Q4 2020. 841 funds tracked by Wall St. Rank hold VOT as of Q4 2023.

  • Simplicity Solutions held 8,112 shares of Vanguard Mid-Cap Growth ETF worth $1.78M as of Q4 2023.
  • Simplicity Solutions sold 548 Vanguard Mid-Cap Growth ETF shares in Q4 2023, an estimated $110K.
  • Vanguard Mid-Cap Growth ETF made up 0.05% of Simplicity Solutions's portfolio in Q4 2023, its #323 holding.
  • Simplicity Solutions first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2014 and has held it in 20 quarters since.
  • Simplicity Solutions's Vanguard Mid-Cap Growth ETF position peaked at $41.6M in Q4 2020.
  • 841 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.