Tiedemann Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Tiedemann Advisors’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 Q3	$1.5M	Sell	7,679 -128	-2%	-$26.1K	0.06%	96
2023 Q2	$1.61M	Hold	7,807	–	–	0.07%	89
2023 Q1	$1.52M	Sell	7,807 -165	-2%	-$31.6K	0.07%	89
2022 Q4	$1.43M	Sell	7,972 -25,544	-76%	-$4.63M	0.07%	94
2022 Q3	$5.72M	Buy	33,516 +29,773	+795%	+$5.64M	0.35%	34
2022 Q2	$657K	Buy	+3,743	New	+$725K	0.05%	139
2020 Q1	–	Sell	-7,647	Closed	-$1.21M	–	325
2019 Q4	$1.21M	Buy	7,647 +2,409	+46%	+$368K	0.06%	149
2019 Q3	$776K	Buy	+5,238	New	+$785K	0.04%	193
2018 Q2	–	Sell	-9,529	Closed	-$1.24M	–	307
2018 Q1	$1.24M	Hold	9,529	–	–	0.08%	128
2017 Q4	$1.22M	Hold	9,529	–	–	0.09%	107
2017 Q3	$1.16M	Hold	9,529	–	–	0.1%	137
2017 Q2	$1.12M	Buy	+9,529	New	+$1.11M	0.08%	197

Other funds holding VOT

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

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 Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Tiedemann Advisors's VOT Position: Q3 2023 in Review

Tiedemann Advisors reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 1.6% in Q3 2023, selling an estimated $26.1K and leaving 7,679 shares worth $1.5M. The position accounts for 0.06% of the portfolio, ranked #96.

Tiedemann Advisors first reported a position in VOT in Q2 2017 and has held it in 12 quarters since. The position peaked at $5.72M in Q3 2022. 754 funds tracked by Wall St. Rank hold VOT as of Q3 2023.

Tiedemann Advisors held 7,679 shares of Vanguard Mid-Cap Growth ETF worth $1.5M as of Q3 2023.
Tiedemann Advisors sold 128 Vanguard Mid-Cap Growth ETF shares in Q3 2023, an estimated $26.1K.
Vanguard Mid-Cap Growth ETF made up 0.06% of Tiedemann Advisors's portfolio in Q3 2023, its #96 holding.
Tiedemann Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2017 and has held it in 12 quarters since.
Tiedemann Advisors's Vanguard Mid-Cap Growth ETF position peaked at $5.72M in Q3 2022.
754 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.