SIAP
VOT icon

Sterling Investment Advisors (Pennsylvania)’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2020
Q1 		– Sell
-330
Closed -$52K – 451
2019
Q4 		$52K Buy
+330
New +$50.3K 0.02% 203

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s VOT Position: Q1 2020 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2020, closing a stake of 330 shares — an estimated $52K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in VOT in Q4 2019 and held it in 1 quarter. The position peaked at $52K in Q4 2019. 458 funds tracked by Wall St. Rank hold VOT as of Q1 2020.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 330 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2020, an estimated $52K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s Vanguard Morningstar Mid-Cap Growth ETF position peaked at $52K in Q4 2019.
  • 458 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2020.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2020, filed 30 Apr 2020.