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YorkBridge Wealth Partners’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

YorkBridge Wealth Partners’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
Q4 		$2.21M Buy
12,272
+250
+2% +$45.3K 0.56% 48
2022
Q3 		$2.05M Buy
12,022
+10,507
+694% +$1.99M 0.53% 49
2022
Q2 		$266K Sell
1,515
-45
-3% -$8.71K 0.07% 220
2022
Q1 		$348K Hold
1,560
– – 0.08% 205
2021
Q4 		$397K Hold
1,560
– – 0.09% 190
2021
Q3 		$369K Hold
1,560
– – 0.09% 183
2021
Q2 		$369K Sell
1,560
-110
-7% -$24.7K 0.1% 167
2021
Q1 		$358K Sell
1,670
-218
-12% -$47.3K 0.11% 162
2020
Q4 		$400K Buy
1,888
+72
+4% +$14.2K 0.13% 125
2020
Q3 		$327K Sell
1,816
-210
-10% -$37K 0.14% 130
2020
Q2 		$334K Sell
2,026
-25
-1% -$3.78K 0.15% 120
2020
Q1 		$260K Hold
2,051
– – 0.16% 129
2019
Q4 		$326K Sell
2,051
-25
-1% -$3.81K 0.15% 134
2019
Q3 		$307K Hold
2,076
– – 0.15% 135
2019
Q2 		$310K Sell
2,076
-280
-12% -$40.8K 0.14% 138
2019
Q1 		$336K Sell
2,356
-395
-14% -$53.1K 0.15% 126
2018
Q4 		$329K Sell
2,751
-25
-0.9% -$3.21K 0.17% 124
2018
Q3 		$394K Buy
2,776
+55
+2% +$7.7K 0.18% 118
2018
Q2 		$366K Sell
2,721
-13
-0.5% -$1.73K 0.16% 126
2018
Q1 		$354K Sell
2,734
-260
-9% -$34.2K 0.16% 126
2017
Q4 		$379K Buy
2,994
+175
+6% +$21.9K 0.18% 119
2017
Q3 		$343K Sell
2,819
-306
-10% -$36.5K 0.18% 119
2017
Q2 		$368K Buy
3,125
+175
+6% +$20.3K 0.2% 112
2017
Q1 		$342K Buy
2,950
+1,348
+84% +$150K 0.18% 117
2016
Q4 		$172K Buy
+1,602
New +$168K 0.1% 170

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
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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

YorkBridge Wealth Partners's VOT Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 2.1% in Q4 2022, buying an estimated $45.3K and bringing the position to 12,272 shares worth $2.21M. The position accounts for 0.56% of the portfolio, ranked #48.

YorkBridge Wealth Partners first reported a position in VOT in Q4 2016 and has held it in 25 quarters since. 728 funds tracked by Wall St. Rank hold VOT as of Q4 2022.

  • YorkBridge Wealth Partners held 12,272 shares of Vanguard Mid-Cap Growth ETF worth $2.21M as of Q4 2022.
  • YorkBridge Wealth Partners bought 250 Vanguard Mid-Cap Growth ETF shares in Q4 2022, an estimated $45.3K.
  • Vanguard Mid-Cap Growth ETF made up 0.56% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #48 holding.
  • YorkBridge Wealth Partners first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2016 and has held it in 25 quarters since.
  • 728 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.