The Family Firm’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

The Family Firm’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 Q3	–	Sell	-710	Closed	-$163K	–	824
2024 Q2	$163K	Buy	+710	New	+$163K	0.04%	225
2023 Q1	–	Sell	-1,390	Closed	-$250K	–	183
2022 Q4	$250K	Buy	+1,390	New	+$252K	0.07%	160
2022 Q3	–	Sell	-1,299	Closed	-$228K	–	179
2022 Q2	$228K	Buy	1,299 +2	+0.2%	+$387	0.07%	171
2022 Q1	$289K	Buy	1,297 +279	+27%	+$61.6K	0.08%	145
2021 Q4	$259K	Buy	1,018 +2	+0.2%	+$504	0.07%	158
2021 Q3	$256K	Hold	1,016	–	–	0.07%	149
2021 Q2	$240K	Buy	1,016 +1	+0.1%	+$224	0.07%	158
2021 Q1	$218K	Buy	1,015 +1	+0.1%	+$217	0.06%	161
2020 Q4	$219K	Buy	+1,014	New	+$200K	0.07%	155

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 $570B AUM 27.57% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

The Family Firm's VOT Position: Q3 2024 in Review

The Family Firm sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q3 2024, closing a stake of 710 shares — an estimated $163K sold.

The Family Firm first reported a position in VOT in Q4 2020 and held it in 9 quarters. The position peaked at $289K in Q1 2022. 902 funds tracked by Wall St. Rank hold VOT as of Q3 2024.

The Family Firm reported no remaining Vanguard Mid-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 710 Vanguard Mid-Cap Growth ETF shares in Q3 2024, an estimated $163K.
The Family Firm first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2020 and held it in 9 quarters.
The Family Firm's Vanguard Mid-Cap Growth ETF position peaked at $289K in Q1 2022.
902 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.