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Wealthspire Advisors (Maryland)’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$245K Sell
1,360
-91
-6% -$16K 0.01% 399
2020
Q2 		$240K Sell
1,451
-162
-10% -$24.5K 0.02% 379
2020
Q1 		$204K Sell
1,613
-824
-34% -$125K 0.02% 388
2019
Q4 		$387K Hold
2,437
– – 0.03% 319
2019
Q3 		$361K Hold
2,437
– – 0.03% 313
2019
Q2 		$364K Sell
2,437
-10
-0.4% -$1.46K 0.03% 311
2019
Q1 		$349K Buy
2,447
+38
+2% +$5.11K 0.03% 321
2018
Q4 		$288K Sell
2,409
-38
-2% -$4.88K 0.03% 332
2018
Q3 		$349K Buy
2,447
+48
+2% +$6.72K 0.03% 319
2018
Q2 		$322K Sell
2,399
-201
-8% -$26.7K 0.03% 340
2018
Q1 		$337K Buy
2,600
+600
+30% +$78.8K 0.03% 330
2017
Q4 		$255K Buy
2,000
+92
+5% +$11.5K 0.02% 412
2017
Q3 		$232K Buy
1,908
+500
+36% +$59.6K 0.03% 430
2017
Q2 		$166K Hold
1,408
– – 0.02% 519
2017
Q1 		$159K Hold
1,408
– – 0.02% 465
2016
Q4 		$149K Hold
1,408
– – 0.02% 461
2016
Q3 		$150K Hold
1,408
– – 0.02% 470
2016
Q2 		$143K Hold
1,408
– – 0.02% 457
2016
Q1 		$141K Hold
1,408
– – 0.02% 440
2015
Q4 		$140K Buy
+1,408
New +$143K 0.03% 451

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VOT Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 6.3% in Q3 2020, selling an estimated $16K and leaving 1,360 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #399.

Wealthspire Advisors (Maryland) first reported a position in VOT in Q4 2015 and has held it in 20 quarters since. The position peaked at $387K in Q4 2019. 529 funds tracked by Wall St. Rank hold VOT as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 1,360 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $245K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 91 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2020, an estimated $16K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #399 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Vanguard Morningstar Mid-Cap Growth ETF position peaked at $387K in Q4 2019.
  • 529 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.