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

Wealth Architects’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
2022 Q2	–	Sell	-924	Closed	-$206K	–	211
2022 Q1	$206K	Buy	+924	New	+$204K	0.04%	190
2016 Q1	–	Sell	-3,172	Closed	-$316K	–	126
2015 Q4	$316K	Buy	3,172 +72	+2%	+$7.29K	0.16%	89
2015 Q3	$302K	Buy	+3,100	New	+$324K	0.16%	88

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wealth Architects's VOT Position: Q2 2022 in Review

Wealth Architects sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2022, closing a stake of 924 shares — an estimated $206K sold.

Wealth Architects first reported a position in VOT in Q3 2015 and held it in 3 quarters. The position peaked at $316K in Q4 2015. 682 funds tracked by Wall St. Rank hold VOT as of Q2 2022.

Wealth Architects reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Wealth Architects sold 924 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2022, an estimated $206K.
Wealth Architects first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2015 and held it in 3 quarters.
Wealth Architects's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $316K in Q4 2015.
682 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2022.

Based on Wealth Architects's 13F filing for Q2 2022, filed 29 Jul 2022.