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3Chopt Investment Partners’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

3Chopt Investment 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
2025
Q2 		– Sell
-1
Closed -$245 – 250
2025
Q1 		$245 Buy
+1
New +$260 ﹤0.01% 228

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AssetMark Inc
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

3Chopt Investment Partners's VOT Position: Q2 2025 in Review

3Chopt Investment Partners sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q2 2025, closing a stake of 1 share — an estimated $245 sold.

3Chopt Investment Partners first reported a position in VOT in Q1 2025 and held it in 1 quarter. The position peaked at $245 in Q1 2025. 1,010 funds tracked by Wall St. Rank hold VOT as of Q2 2025.

  • 3Chopt Investment Partners reported no remaining Vanguard Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • 3Chopt Investment Partners sold 1 Vanguard Mid-Cap Growth ETF share in Q2 2025, an estimated $245.
  • 3Chopt Investment Partners first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2025 and held it in 1 quarter.
  • 3Chopt Investment Partners's Vanguard Mid-Cap Growth ETF position peaked at $245 in Q1 2025.
  • 1,010 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2025.

Based on 3Chopt Investment Partners's 13F filing for Q2 2025, filed 24 Jul 2025.