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Sugarloaf Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Sugarloaf Wealth 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
2024
Q4 		$2.54K Hold
10
– – ﹤0.01% 619
2024
Q3 		$2.44K Buy
+10
New +$2.33K ﹤0.01% 610

Other funds holding VOT

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Sugarloaf Wealth Management's VOT Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q4 2024 at 10 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Sugarloaf Wealth Management first reported a position in VOT in Q3 2024 and has held it in 2 quarters since. 976 funds tracked by Wall St. Rank hold VOT as of Q4 2024.

  • Sugarloaf Wealth Management held 10 shares of Vanguard Mid-Cap Growth ETF worth $2.54K as of Q4 2024.
  • Sugarloaf Wealth Management left its Vanguard Mid-Cap Growth ETF share count unchanged in Q4 2024.
  • Vanguard Mid-Cap Growth ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #619 holding.
  • Sugarloaf Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2024 and has held it in 2 quarters since.
  • 976 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.