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Accredited Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Accredited Wealth Management’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
Q3 		$21.2K Buy
179
+107
+149% +$30.9K 0.02% 197
2025
Q2 		$20.5K Hold
72
– – 0.02% 200
2025
Q1 		$17.6K Hold
72
– – 0.01% 194
2024
Q4 		$18.3K Buy
+72
New +$18.5K 0.02% 203

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Accredited Wealth Management's VOT Position: Q3 2025 in Review

Accredited Wealth Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 149% in Q3 2025, buying an estimated $30.9K and bringing the position to 179 shares worth $21.2K. The position accounts for 0.02% of the portfolio, ranked #197.

Accredited Wealth Management first reported a position in VOT in Q4 2024 and has held it in 4 quarters since. 1,018 funds tracked by Wall St. Rank hold VOT as of Q3 2025.

  • Accredited Wealth Management held 179 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $21.2K as of Q3 2025.
  • Accredited Wealth Management bought 107 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2025, an estimated $30.9K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Accredited Wealth Management's portfolio in Q3 2025, its #197 holding.
  • Accredited Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • 1,018 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.