Strategic Equity Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Strategic Equity Management’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
2022 Q4	–	Sell	-2,338	Closed	-$399K	–	42
2022 Q3	$399K	Sell	2,338 -826	-26%	-$156K	0.17%	28
2022 Q2	$555K	Sell	3,164 -116	-4%	-$22.5K	0.29%	26
2022 Q1	$731K	Sell	3,280 -44,463	-93%	-$9.81M	0.26%	28
2021 Q4	$12.2M	Buy	47,743 +9,830	+26%	+$2.48M	3.8%	9
2021 Q3	$8.96M	Sell	37,913 -505	-1%	-$122K	3%	13
2021 Q2	$9.08M	Sell	38,418 -18,621	-33%	-$4.18M	3.11%	11
2021 Q1	$12.2M	Buy	57,039 +1,081	+2%	+$234K	5.18%	5
2020 Q4	$11.9M	Buy	+55,958	New	+$11M	5.32%	6

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Strategic Equity Management's VOT Position: Q4 2022 in Review

Strategic Equity Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2022, closing a stake of 2,338 shares — an estimated $399K sold.

Strategic Equity Management first reported a position in VOT in Q4 2020 and held it in 8 quarters. The position peaked at $12.2M in Q1 2021. 728 funds tracked by Wall St. Rank hold VOT as of Q4 2022.

Strategic Equity Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
Strategic Equity Management sold 2,338 Vanguard Mid-Cap Growth ETF shares in Q4 2022, an estimated $399K.
Strategic Equity Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2020 and held it in 8 quarters.
Strategic Equity Management's Vanguard Mid-Cap Growth ETF position peaked at $12.2M in Q1 2021.
728 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2022.

Based on Strategic Equity Management's 13F filing for Q4 2022, filed 9 Feb 2023.