SW
VOT icon

SVB Wealth’s Vanguard 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

AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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 $501B AUM 22.01% 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 $564B AUM 30.12% 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