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Unique Wealth Strategies’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Unique Wealth Strategies’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
-54
Closed -$12.7K – 659
2024
Q2 		$12.7K Buy
+54
New +$12.4K 0.01% 296

Other funds holding VOT

AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Unique Wealth Strategies's VOT Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q3 2024, closing a stake of 54 shares — an estimated $12.7K sold.

Unique Wealth Strategies first reported a position in VOT in Q2 2024 and held it in 1 quarter. The position peaked at $12.7K in Q2 2024. 901 funds tracked by Wall St. Rank hold VOT as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Vanguard Mid-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 54 Vanguard Mid-Cap Growth ETF shares in Q3 2024, an estimated $12.7K.
  • Unique Wealth Strategies first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Vanguard Mid-Cap Growth ETF position peaked at $12.7K in Q2 2024.
  • 901 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.