VitalStone Financial’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

VitalStone Financial’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	$173K	Hold	710	–	–	0.12%	108
2024 Q2	$163K	Hold	710	–	–	0.12%	116
2024 Q1	$167K	Hold	710	–	–	0.13%	113
2023 Q4	$156K	Hold	710	–	–	0.12%	105
2023 Q3	$137K	Sell	710 -175	-20%	-$35.7K	0.12%	95
2023 Q2	$173K	Hold	885	–	–	0.1%	132
2023 Q1	$226K	Hold	885	–	–	0.19%	61
2022 Q4	$158K	Buy	+885	New	+$160K	0.11%	67

Other funds holding VOT

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VitalStone Financial's VOT Position: Q3 2024 in Review

VitalStone Financial held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2024 at 710 shares worth $173K. The position accounts for 0.12% of the portfolio, ranked #108.

VitalStone Financial first reported a position in VOT in Q4 2022 and has held it in 8 quarters since. The position peaked at $226K in Q1 2023. 902 funds tracked by Wall St. Rank hold VOT as of Q3 2024.

VitalStone Financial held 710 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $173K as of Q3 2024.
VitalStone Financial left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2024.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.12% of VitalStone Financial's portfolio in Q3 2024, its #108 holding.
VitalStone Financial first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 8 quarters since.
VitalStone Financial's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $226K in Q1 2023.
902 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.