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

SVA 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
2020
Q4 		$13.2M Sell
62,021
-2,429
-4% -$478K 1.15% 12
2020
Q3 		$11.6M Hold
64,450
– – 1.15% 14
2020
Q2 		$10.6M Sell
64,450
-404
-0.6% -$61.1K 1.14% 14
2020
Q1 		$8.22M Buy
64,854
+589
+0.9% +$89.4K 0.94% 16
2019
Q4 		$10.2M Buy
64,265
+499
+0.8% +$76.1K 0.94% 18
2019
Q3 		$9.44M Hold
63,766
– – 0.93% 18
2019
Q2 		$9.52M Sell
63,766
-2,396
-4% -$349K 0.94% 19
2019
Q1 		$9.45M Sell
66,162
-1,659
-2% -$223K 0.91% 19
2018
Q4 		$8.12M Sell
67,821
-2,657
-4% -$341K 0.91% 21
2018
Q3 		$10M Sell
70,478
-126
-0.2% -$17.6K 1.02% 18
2018
Q2 		$9.49M Sell
70,604
-1,602
-2% -$213K 1.02% 18
2018
Q1 		$8.79M Buy
72,206
+814
+1% +$107K 1.09% 19
2017
Q4 		$9.12M Sell
71,392
-814
-1% -$102K 1.07% 19
2017
Q3 		$8.79M Sell
72,206
-1,550
-2% -$185K 1.09% 19
2017
Q2 		$8.68M Sell
73,756
-397
-0.5% -$46.1K 1.13% 19
2017
Q1 		$8.38M Sell
74,153
-1,130
-2% -$126K 1.14% 19
2016
Q4 		$7.96M Sell
75,283
-1,535
-2% -$161K 1.19% 19
2016
Q3 		$8.17M Sell
76,818
-1,311
-2% -$139K 1.27% 17
2016
Q2 		$7.96M Sell
78,129
-1,325
-2% -$134K 1.29% 17
2016
Q1 		$7.97M Buy
79,454
+279
+0.4% +$26K 1.32% 16
2015
Q4 		$7.89M Sell
79,175
-1,678
-2% -$170K 1.37% 18
2015
Q3 		$7.87M Sell
80,853
-517
-0.6% -$54K 1.47% 15
2015
Q2 		$8.67M Sell
81,370
-488
-0.6% -$52.9K 1.6% 10
2015
Q1 		$8.84M Sell
81,858
-2,131
-3% -$222K 1.61% 8
2014
Q4 		$8.53M Buy
83,989
+123
+0.1% +$12.2K 3.1% 5
2014
Q3 		$8.07M Buy
83,866
+564
+0.7% +$54.6K 3.44% 5
2014
Q2 		$8.03M Buy
83,302
+647
+0.8% +$59.8K 3.43% 5
2014
Q1 		$7.66M Sell
82,655
-449
-0.5% -$41.1K 3.61% 4
2013
Q4 		$7.5M Buy
+83,104
New +$7.25M 4.47% 3

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
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SVA Wealth Management's VOT Position: Q4 2020 in Review

SVA Wealth Management reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 3.8% in Q4 2020, selling an estimated $478K and leaving 62,021 shares worth $13.2M. The position accounts for 1.15% of the portfolio, ranked #12.

SVA Wealth Management first reported a position in VOT in Q4 2013 and has held it in 29 quarters since. 612 funds tracked by Wall St. Rank hold VOT as of Q4 2020.

  • SVA Wealth Management held 62,021 shares of Vanguard Mid-Cap Growth ETF worth $13.2M as of Q4 2020.
  • SVA Wealth Management sold 2,429 Vanguard Mid-Cap Growth ETF shares in Q4 2020, an estimated $478K.
  • Vanguard Mid-Cap Growth ETF made up 1.15% of SVA Wealth Management's portfolio in Q4 2020, its #12 holding.
  • SVA Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2013 and has held it in 29 quarters since.
  • 612 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.