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

Voya Financial 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
2021
Q2 		– Sell
-2,628
Closed -$556K – 610
2021
Q1 		$556K Sell
2,628
-535
-17% -$116K 0.02% 401
2020
Q4 		$670K Buy
3,163
+201
+7% +$39.6K 0.03% 341
2020
Q3 		$531K Sell
2,962
-67
-2% -$11.8K 0.03% 357
2020
Q2 		$491K Sell
3,029
-109
-3% -$16.5K 0.03% 369
2020
Q1 		$405K Sell
3,138
-1,112
-26% -$169K 0.02% 385
2019
Q4 		$672K Buy
4,250
+180
+4% +$27.5K 0.03% 341
2019
Q3 		$599K Hold
4,070
– – 0.03% 349
2019
Q2 		$603K Sell
4,070
-285
-7% -$41.6K 0.03% 350
2019
Q1 		$617K Sell
4,355
-405
-9% -$54.5K 0.04% 317
2018
Q4 		$563K Sell
4,760
-2,338
-33% -$300K 0.04% 299
2018
Q3 		$1.01M Buy
7,098
+11
+0.2% +$1.54K 0.06% 235
2018
Q2 		$951K Buy
7,087
+202
+3% +$26.8K 0.06% 227
2018
Q1 		$880K Sell
6,885
-5,319
-44% -$699K 0.06% 244
2017
Q4 		$1.57M Buy
12,204
+436
+4% +$54.7K 0.1% 175
2017
Q3 		$1.43M Buy
11,768
+75
+0.6% +$8.94K 0.09% 178
2017
Q2 		$1.37M Buy
11,693
+1,111
+10% +$129K 0.1% 162
2017
Q1 		$1.2M Buy
10,582
+40
+0.4% +$4.45K 0.09% 169
2016
Q4 		$1.12M Sell
10,542
-3,395
-24% -$356K 0.1% 170
2016
Q3 		$1.47M Buy
13,937
+6,261
+82% +$663K 0.15% 119
2016
Q2 		$772K Buy
7,676
+628
+9% +$63.4K 0.09% 174
2016
Q1 		$703K Sell
7,048
-1,194
-14% -$111K 0.1% 160
2015
Q4 		$827K Buy
8,242
+1,420
+21% +$144K 0.12% 136
2015
Q3 		$650K Buy
6,822
+957
+16% +$99.9K 0.12% 139
2015
Q2 		$621K Sell
5,865
-133
-2% -$14.4K 0.11% 143
2015
Q1 		$651K Buy
+5,998
New +$625K 0.13% 148

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Voya Financial Advisors's VOT Position: Q2 2021 in Review

Voya Financial Advisors sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2021, closing a stake of 2,628 shares — an estimated $556K sold.

Voya Financial Advisors first reported a position in VOT in Q1 2015 and held it in 25 quarters. The position peaked at $1.57M in Q4 2017. 628 funds tracked by Wall St. Rank hold VOT as of Q2 2021.

  • Voya Financial Advisors reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Voya Financial Advisors sold 2,628 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2021, an estimated $556K.
  • Voya Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2015 and held it in 25 quarters.
  • Voya Financial Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.57M in Q4 2017.
  • 628 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2021.

Based on Voya Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.