Windsor Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Windsor Wealth Management’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
2023 Q3	$1.56M	Buy	7,989 +100	+1%	+$20.4K	0.29%	57
2023 Q2	$1.62M	Sell	7,889 -263	-3%	-$51K	0.29%	57
2023 Q1	$1.56M	Buy	8,152 +497	+6%	+$95.2K	0.3%	58
2022 Q4	$1.38M	Buy	7,655 +1,448	+23%	+$262K	0.29%	59
2022 Q3	$1.09M	Buy	6,207 +320	+5%	+$60.6K	0.27%	57
2022 Q2	$1.06M	Buy	5,887 +20	+0.3%	+$3.87K	0.27%	55
2022 Q1	$1.28M	Buy	5,867 +303	+5%	+$66.9K	0.24%	82
2021 Q4	$1.38M	Buy	5,564 +269	+5%	+$67.8K	0.25%	81
2021 Q3	$1.27M	Buy	5,295 +369	+7%	+$89.3K	0.26%	81
2021 Q2	$1.16M	Sell	4,926 -183	-4%	-$41K	0.25%	86
2021 Q1	$1.1M	Buy	5,109 +14	+0.3%	+$3.04K	0.26%	81
2020 Q4	$1.08M	Buy	5,095 +30	+0.6%	+$5.91K	0.28%	77
2020 Q3	$948K	Sell	5,065 -526	-9%	-$92.8K	0.28%	78
2020 Q2	$923K	Sell	5,591 -546	-9%	-$82.6K	0.29%	78
2020 Q1	$778K	Buy	6,137 +290	+5%	+$44K	0.31%	74
2019 Q4	$928K	Buy	5,847 +9	+0.2%	+$1.37K	0.34%	73
2019 Q3	$841K	Buy	5,838 +11	+0.2%	+$1.65K	0.37%	71
2019 Q2	$877K	Hold	5,827	–	–	0.38%	75
2019 Q1	$832K	Buy	5,827 +910	+19%	+$122K	0.47%	63
2018 Q4	$589K	Buy	4,917 +463	+10%	+$59.5K	0.4%	77
2018 Q3	$635K	Buy	4,454 +28	+0.6%	+$3.92K	0.41%	73
2018 Q2	$595K	Buy	4,426 +246	+6%	+$32.7K	0.47%	62
2018 Q1	$542K	Buy	4,180 +434	+12%	+$57K	0.46%	60
2017 Q4	$478K	Buy	+3,746	New	+$470K	0.41%	62

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Windsor Wealth Management's VOT Position: Q3 2023 in Review

Windsor Wealth Management increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 1.3% in Q3 2023, buying an estimated $20.4K and bringing the position to 7,989 shares worth $1.56M. The position accounts for 0.29% of the portfolio, ranked #57.

Windsor Wealth Management first reported a position in VOT in Q4 2017 and has held it in 24 quarters since. The position peaked at $1.62M in Q2 2023. 754 funds tracked by Wall St. Rank hold VOT as of Q3 2023.

Windsor Wealth Management held 7,989 shares of Vanguard Mid-Cap Growth ETF worth $1.56M as of Q3 2023.
Windsor Wealth Management bought 100 Vanguard Mid-Cap Growth ETF shares in Q3 2023, an estimated $20.4K.
Vanguard Mid-Cap Growth ETF made up 0.29% of Windsor Wealth Management's portfolio in Q3 2023, its #57 holding.
Windsor Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2017 and has held it in 24 quarters since.
Windsor Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $1.62M in Q2 2023.
754 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2023.

Based on Windsor Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.