Valley Financial Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Valley Financial Management’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 Q2	$6.17M	Buy	+30,005	New	+$5.82M	3.2%	15

Other funds holding VOT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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 FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Valley Financial Management's VOT Position: Q2 2023 in Review

Valley Financial Management opened a new position in Vanguard Mid-Cap Growth ETF (VOT) in Q2 2023: 30,005 shares worth $6.17M. The stake represents 3.2% of the portfolio and ranks #15 among its holdings.

745 funds tracked by Wall St. Rank hold VOT as of Q2 2023.

Valley Financial Management held 30,005 shares of Vanguard Mid-Cap Growth ETF worth $6.17M as of Q2 2023.
Vanguard Mid-Cap Growth ETF was a new Valley Financial Management position in Q2 2023.
Vanguard Mid-Cap Growth ETF made up 3.2% of Valley Financial Management's portfolio in Q2 2023, its #15 holding.
745 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2023.

Based on Valley Financial Management's 13F filing for Q2 2023, filed 14 Aug 2023.