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Welch & Forbes’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Welch & Forbes’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
Q3 		– Sell
-1,028
Closed -$243K – 394
2021
Q2 		$243K Buy
+1,028
New +$231K ﹤0.01% 368

Other funds holding VOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Welch & Forbes's VOT Position: Q3 2021 in Review

Welch & Forbes sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q3 2021, closing a stake of 1,028 shares — an estimated $243K sold.

Welch & Forbes first reported a position in VOT in Q2 2021 and held it in 1 quarter. The position peaked at $243K in Q2 2021. 634 funds tracked by Wall St. Rank hold VOT as of Q3 2021.

  • Welch & Forbes reported no remaining Vanguard Mid-Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Welch & Forbes sold 1,028 Vanguard Mid-Cap Growth ETF shares in Q3 2021, an estimated $243K.
  • Welch & Forbes first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2021 and held it in 1 quarter.
  • Welch & Forbes's Vanguard Mid-Cap Growth ETF position peaked at $243K in Q2 2021.
  • 634 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2021.

Based on Welch & Forbes's 13F filing for Q3 2021, filed 13 Oct 2021.