Stelac Advisory Services’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Stelac Advisory Services’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
2021 Q3	–	Sell	-1,406	Closed	-$332K	–	285
2021 Q2	$332K	Hold	1,406	–	–	0.08%	169
2021 Q1	$302K	Hold	1,406	–	–	0.11%	125
2020 Q4	$298K	Hold	1,406	–	–	0.08%	143
2020 Q3	$253K	Hold	1,406	–	–	0.09%	121
2020 Q2	$232K	Hold	1,406	–	–	0.09%	101
2020 Q1	$178K	Buy	+1,406	New	+$214K	0.09%	89

Other funds holding VOT

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

Morgan Stanley New York $1.66T AUM 25.57% 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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stelac Advisory Services's VOT Position: Q3 2021 in Review

Stelac Advisory Services sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q3 2021, closing a stake of 1,406 shares — an estimated $332K sold.

Stelac Advisory Services first reported a position in VOT in Q1 2020 and held it in 6 quarters. The position peaked at $332K in Q2 2021. 634 funds tracked by Wall St. Rank hold VOT as of Q3 2021.

Stelac Advisory Services reported no remaining Vanguard Mid-Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
Stelac Advisory Services sold 1,406 Vanguard Mid-Cap Growth ETF shares in Q3 2021, an estimated $332K.
Stelac Advisory Services first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2020 and held it in 6 quarters.
Stelac Advisory Services's Vanguard Mid-Cap Growth ETF position peaked at $332K in Q2 2021.
634 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2021.

Based on Stelac Advisory Services's 13F filing for Q3 2021, filed 15 Nov 2021.