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Wipfli Financial Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Wipfli Financial Advisors’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
Q3 		$35K Buy
+203
New +$38.4K ﹤0.01% 1294

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wipfli Financial Advisors's VOT Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Vanguard Mid-Cap Growth ETF (VOT) in Q3 2022: 203 shares worth $35K. The stake represents ﹤0.01% of the portfolio and ranks #1294 among its holdings.

677 funds tracked by Wall St. Rank hold VOT as of Q3 2022.

  • Wipfli Financial Advisors held 203 shares of Vanguard Mid-Cap Growth ETF worth $35K as of Q3 2022.
  • Vanguard Mid-Cap Growth ETF was a new Wipfli Financial Advisors position in Q3 2022.
  • Vanguard Mid-Cap Growth ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1294 holding.
  • 677 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.