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Wallace Advisory Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Wallace Advisory Group’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
Q2 		– Sell
-1,969
Closed -$432K – 198
2024
Q1 		$432K Buy
+1,969
New +$441K 0.32% 85
2023
Q1 		– Sell
-4,966
Closed -$893K – 187
2022
Q4 		$893K Buy
+4,966
New +$900K 0.7% 32

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 $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wallace Advisory Group's VOT Position: Q2 2024 in Review

Wallace Advisory Group sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2024, closing a stake of 1,969 shares — an estimated $432K sold.

Wallace Advisory Group first reported a position in VOT in Q4 2022 and held it in 2 quarters. The position peaked at $893K in Q4 2022. 864 funds tracked by Wall St. Rank hold VOT as of Q2 2024.

  • Wallace Advisory Group reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Wallace Advisory Group sold 1,969 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2024, an estimated $432K.
  • Wallace Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and held it in 2 quarters.
  • Wallace Advisory Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $893K in Q4 2022.
  • 864 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2024.

Based on Wallace Advisory Group's 13F filing for Q2 2024, filed 15 Aug 2024.