Telemus Capital’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Telemus Capital’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 Q1	–	Sell	-1,201	Closed	-$306K	–	390
2021 Q4	$306K	Buy	1,201 +2	+0.2%	+$504	0.02%	297
2021 Q3	$283K	Buy	1,199 +1	+0.1%	+$242	0.02%	285
2021 Q2	$283K	Buy	1,198 +23	+2%	+$5.16K	0.02%	294
2021 Q1	$258K	Hold	1,175	–	–	0.02%	346
2020 Q4	$249K	Buy	1,175 +2	+0.2%	+$394	0.02%	337
2020 Q3	$223K	Sell	1,173 -78	-6%	-$13.8K	0.02%	404
2020 Q2	$213K	Buy	+1,251	New	+$189K	0.02%	377

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

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

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

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

Telemus Capital's VOT Position: Q1 2022 in Review

Telemus Capital sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2022, closing a stake of 1,201 shares — an estimated $306K sold.

Telemus Capital first reported a position in VOT in Q2 2020 and held it in 7 quarters. The position peaked at $306K in Q4 2021. 728 funds tracked by Wall St. Rank hold VOT as of Q1 2022.

Telemus Capital reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
Telemus Capital sold 1,201 Vanguard Mid-Cap Growth ETF shares in Q1 2022, an estimated $306K.
Telemus Capital first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2020 and held it in 7 quarters.
Telemus Capital's Vanguard Mid-Cap Growth ETF position peaked at $306K in Q4 2021.
728 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2022.

Based on Telemus Capital's 13F filing for Q1 2022, filed 6 Apr 2022.