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

StrategIQ 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
2022
Q4 		– Sell
-1,711
Closed -$292K – 284
2022
Q3 		$292K Hold
1,711
– – 0.04% 228
2022
Q2 		$300K Sell
1,711
-16,208
-90% -$3.14M 0.04% 232
2022
Q1 		$3.99M Buy
+17,919
New +$3.96M 0.43% 57

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

StrategIQ Financial Group's VOT Position: Q4 2022 in Review

StrategIQ Financial Group sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2022, closing a stake of 1,711 shares — an estimated $292K sold.

StrategIQ Financial Group first reported a position in VOT in Q1 2022 and held it in 3 quarters. The position peaked at $3.99M in Q1 2022. 728 funds tracked by Wall St. Rank hold VOT as of Q4 2022.

  • StrategIQ Financial Group reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • StrategIQ Financial Group sold 1,711 Vanguard Mid-Cap Growth ETF shares in Q4 2022, an estimated $292K.
  • StrategIQ Financial Group first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2022 and held it in 3 quarters.
  • StrategIQ Financial Group's Vanguard Mid-Cap Growth ETF position peaked at $3.99M in Q1 2022.
  • 728 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2022.

Based on StrategIQ Financial Group's 13F filing for Q4 2022, filed 13 Jan 2023.