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Steward Financial Group’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Steward Financial Group’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
Q3 		$107K Hold
551
– – 0.03% 94
2023
Q2 		$113K Buy
+551
New +$107K 0.04% 90
2022
Q3 		– Sell
-551
Closed -$96K – 1282
2022
Q2 		$96K Hold
551
– – 0.08% 55
2022
Q1 		$122K Hold
551
– – 0.11% 44
2021
Q4 		$140K Buy
+551
New +$139K 0.13% 35

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Steward Financial Group's VOT Position: Q3 2023 in Review

Steward Financial Group held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q3 2023 at 551 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #94.

Steward Financial Group first reported a position in VOT in Q4 2021 and has held it in 5 quarters since. The position peaked at $140K in Q4 2021. 754 funds tracked by Wall St. Rank hold VOT as of Q3 2023.

  • Steward Financial Group held 551 shares of Vanguard Mid-Cap Growth ETF worth $107K as of Q3 2023.
  • Steward Financial Group left its Vanguard Mid-Cap Growth ETF share count unchanged in Q3 2023.
  • Vanguard Mid-Cap Growth ETF made up 0.03% of Steward Financial Group's portfolio in Q3 2023, its #94 holding.
  • Steward Financial Group first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2021 and has held it in 5 quarters since.
  • Steward Financial Group's Vanguard Mid-Cap Growth ETF position peaked at $140K in Q4 2021.
  • 754 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.