SVB Wealth’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

SVB Wealth’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 Q2	–	Sell	-1,135	Closed	-$268K	–	828
2024 Q1	$268K	Hold	1,135	–	–	0.01%	671
2023 Q4	$249K	Buy	+1,135	New	+$227K	0.01%	690
2023 Q1	–	Sell	-1,572	Closed	-$283K	–	1080
2022 Q4	$283K	Sell	1,572 -806	-34%	-$146K	﹤0.01%	766
2022 Q3	$406K	Buy	2,378 +960	+68%	+$182K	0.01%	578
2022 Q2	$249K	Buy	1,418 +1,292	+1,025%	+$250K	﹤0.01%	623
2022 Q1	$28K	Hold	126	–	–	﹤0.01%	755
2021 Q4	$32K	Hold	126	–	–	﹤0.01%	771
2021 Q3	$29K	Buy	+126	New	+$30.5K	﹤0.01%	970
2020 Q2	–	Sell	-50	Closed	-$6K	–	682
2020 Q1	$6K	Hold	50	–	–	﹤0.01%	561
2019 Q4	$8K	Buy	+50	New	+$7.63K	﹤0.01%	633

Other funds holding VOT

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SVB Wealth's VOT Position: Q2 2024 in Review

SVB Wealth sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2024, closing a stake of 1,135 shares — an estimated $268K sold.

SVB Wealth first reported a position in VOT in Q4 2019 and held it in 10 quarters. The position peaked at $406K in Q3 2022. 863 funds tracked by Wall St. Rank hold VOT as of Q2 2024.

SVB Wealth reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
SVB Wealth sold 1,135 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2024, an estimated $268K.
SVB Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and held it in 10 quarters.
SVB Wealth's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $406K in Q3 2022.
863 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2024.

Based on SVB Wealth's 13F filing for Q2 2024, filed 6 Aug 2024.