TFG Advisers’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

TFG Advisers’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 Q2	–	Sell	-946	Closed	-$211K	–	205
2022 Q1	$211K	Sell	946 -105	-10%	-$23.2K	0.1%	196
2021 Q4	$268K	Buy	1,051 +9	+0.9%	+$2.27K	0.12%	175
2021 Q3	$246K	Hold	1,042	–	–	0.12%	175
2021 Q2	$246K	Sell	1,042 -4	-0.4%	-$897	0.12%	175
2021 Q1	$225K	Buy	+1,046	New	+$227K	0.12%	175
2020 Q1	–	Sell	-226	Closed	-$35K	–	441
2019 Q4	$35K	Buy	+226	New	+$34.5K	0.02%	299

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

TFG Advisers's VOT Position: Q2 2022 in Review

TFG Advisers sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q2 2022, closing a stake of 946 shares — an estimated $211K sold.

TFG Advisers first reported a position in VOT in Q4 2019 and held it in 6 quarters. The position peaked at $268K in Q4 2021. 680 funds tracked by Wall St. Rank hold VOT as of Q2 2022.

TFG Advisers reported no remaining Vanguard Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
TFG Advisers sold 946 Vanguard Mid-Cap Growth ETF shares in Q2 2022, an estimated $211K.
TFG Advisers first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2019 and held it in 6 quarters.
TFG Advisers's Vanguard Mid-Cap Growth ETF position peaked at $268K in Q4 2021.
680 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2022.

Based on TFG Advisers's 13F filing for Q2 2022, filed 20 Jul 2022.