SWP
VOT icon

Summit Wealth Partners’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Summit Wealth Partners’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
Q2 		– Sell
-1,271
Closed -$283K – 184
2022
Q1 		$283K Buy
+1,271
New +$281K 0.06% 132

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
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 $374B AUM 17.66% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Summit Wealth Partners's VOT Position: Q2 2022 in Review

Summit Wealth Partners sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q2 2022, closing a stake of 1,271 shares — an estimated $283K sold.

Summit Wealth Partners first reported a position in VOT in Q1 2022 and held it in 1 quarter. The position peaked at $283K in Q1 2022. 680 funds tracked by Wall St. Rank hold VOT as of Q2 2022.

  • Summit Wealth Partners reported no remaining Vanguard Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Summit Wealth Partners sold 1,271 Vanguard Mid-Cap Growth ETF shares in Q2 2022, an estimated $283K.
  • Summit Wealth Partners first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2022 and held it in 1 quarter.
  • Summit Wealth Partners's Vanguard Mid-Cap Growth ETF position peaked at $283K in Q1 2022.
  • 680 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2022.

Based on Summit Wealth Partners's 13F filing for Q2 2022, filed 11 Sep 2024.