V Wealth Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

V Wealth 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
2020 Q3	–	Sell	-4,677	Closed	-$772K	–	346
2020 Q2	$772K	Buy	+4,677	New	+$707K	0.2%	123
2017 Q3	–	Sell	-64	Closed	-$8K	–	695
2017 Q2	$8K	Buy	+64	New	+$7.44K	﹤0.01%	610

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

V Wealth Advisors's VOT Position: Q3 2020 in Review

V Wealth Advisors sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2020, closing a stake of 4,677 shares — an estimated $772K sold.

V Wealth Advisors first reported a position in VOT in Q2 2017 and held it in 2 quarters. The position peaked at $772K in Q2 2020. 529 funds tracked by Wall St. Rank hold VOT as of Q3 2020.

V Wealth Advisors reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2020 after selling out during the quarter.
V Wealth Advisors sold 4,677 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2020, an estimated $772K.
V Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2017 and held it in 2 quarters.
V Wealth Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $772K in Q2 2020.
529 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2020.

Based on V Wealth Advisors's 13F filing for Q3 2020, filed 13 Oct 2020.