Advisor OS’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Advisor OS’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	-2,292	Closed	-$561K	–	486
2025 Q1	$561K	Buy	+2,292	New	+$596K	0.06%	220

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Advisor OS's VOT Position: Q2 2025 in Review

Advisor OS sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q2 2025, closing a stake of 2,292 shares — an estimated $561K sold.

Advisor OS first reported a position in VOT in Q1 2025 and held it in 1 quarter. The position peaked at $561K in Q1 2025. 1,010 funds tracked by Wall St. Rank hold VOT as of Q2 2025.

Advisor OS reported no remaining Vanguard Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
Advisor OS sold 2,292 Vanguard Mid-Cap Growth ETF shares in Q2 2025, an estimated $561K.
Advisor OS first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2025 and held it in 1 quarter.
Advisor OS's Vanguard Mid-Cap Growth ETF position peaked at $561K in Q1 2025.
1,010 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2025.

Based on Advisor OS's 13F filing for Q2 2025, filed 14 Aug 2025.