Wipfli Financial Advisors’s Vanguard Morningstar 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 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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Wipfli Financial Advisors opened a new position in Vanguard Morningstar 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.

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

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

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