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Tilia Fiduciary Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Tilia Fiduciary Partners’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 		– Sell
-32
Closed -$6.58K – 488
2023
Q2 		$6.58K Hold
32
– – 0.01% 411
2023
Q1 		$6.24K Hold
32
– – 0.01% 403
2022
Q4 		$5.75K Sell
32
-119
-79% -$21.6K 0.01% 395
2022
Q3 		$26K Hold
151
– – 0.03% 260
2022
Q2 		$27K Hold
151
– – 0.03% 269
2022
Q1 		$34K Sell
151
-20
-12% -$4.42K 0.03% 254
2021
Q4 		$44K Buy
+171
New +$43.1K 0.04% 237

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Tilia Fiduciary Partners's VOT Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2023, closing a stake of 32 shares — an estimated $6.58K sold.

Tilia Fiduciary Partners first reported a position in VOT in Q4 2021 and held it in 7 quarters. The position peaked at $44K in Q4 2021. 755 funds tracked by Wall St. Rank hold VOT as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 32 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2023, an estimated $6.58K.
  • Tilia Fiduciary Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $44K in Q4 2021.
  • 755 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.