Wolf Group Capital Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Wolf Group Capital 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 Q1	–	Sell	-900	Closed	-$229K	–	147
2021 Q4	$229K	Buy	+900	New	+$227K	0.04%	135
2016 Q2	–	Sell	-6,050	Closed	-$607K	–	112
2016 Q1	$607K	Sell	6,050 -125	-2%	-$11.7K	0.46%	59
2015 Q4	$616K	Sell	6,175 -1,655	-21%	-$168K	0.46%	66
2015 Q3	$762K	Hold	7,830	–	–	0.61%	59
2015 Q2	$834K	Buy	7,830 +1,105	+16%	+$120K	0.56%	64
2015 Q1	$726K	Buy	6,725 +940	+16%	+$97.9K	0.5%	72
2014 Q4	$588K	Hold	5,785	–	–	0.43%	73
2014 Q3	$557K	Sell	5,785 -125	-2%	-$12.1K	0.42%	75
2014 Q2	$570K	Buy	5,910 +585	+11%	+$54.1K	0.41%	78
2014 Q1	$493K	Buy	5,325 +1,185	+29%	+$108K	0.38%	81
2013 Q4	$374K	Buy	+4,140	New	+$361K	0.3%	84

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Wolf Group Capital Advisors's VOT Position: Q1 2022 in Review

Wolf Group Capital Advisors sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2022, closing a stake of 900 shares — an estimated $229K sold.

Wolf Group Capital Advisors first reported a position in VOT in Q4 2013 and held it in 11 quarters. The position peaked at $834K in Q2 2015. 730 funds tracked by Wall St. Rank hold VOT as of Q1 2022.

Wolf Group Capital Advisors reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
Wolf Group Capital Advisors sold 900 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2022, an estimated $229K.
Wolf Group Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2013 and held it in 11 quarters.
Wolf Group Capital Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $834K in Q2 2015.
730 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2022.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2022, filed 20 Apr 2022.