Syverson Strege & Co’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Syverson Strege & Co’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
2023 Q2	–	Sell	-642	Closed	-$125K	–	606
2023 Q1	$125K	Hold	642	–	–	0.05%	80
2022 Q4	$115K	Sell	642 -70	-10%	-$12.7K	0.05%	85
2022 Q3	$121K	Hold	712	–	–	0.06%	79
2022 Q2	$125K	Sell	712 -106	-13%	-$20.5K	0.05%	86
2022 Q1	$182K	Hold	818	–	–	0.2%	65
2021 Q4	$208K	Hold	818	–	–	0.15%	62
2021 Q3	$193K	Hold	818	–	–	0.15%	62
2021 Q2	$193K	Hold	818	–	–	0.17%	55
2021 Q1	$176K	Hold	818	–	–	0.18%	60
2020 Q4	$173K	Buy	+818	New	+$161K	0.17%	57

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Syverson Strege & Co's VOT Position: Q2 2023 in Review

Syverson Strege & Co sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q2 2023, closing a stake of 642 shares — an estimated $125K sold.

Syverson Strege & Co first reported a position in VOT in Q4 2020 and held it in 10 quarters. The position peaked at $208K in Q4 2021. 745 funds tracked by Wall St. Rank hold VOT as of Q2 2023.

Syverson Strege & Co reported no remaining Vanguard Mid-Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 642 Vanguard Mid-Cap Growth ETF shares in Q2 2023, an estimated $125K.
Syverson Strege & Co first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's Vanguard Mid-Cap Growth ETF position peaked at $208K in Q4 2021.
745 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.