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

Advisor Resource Council’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
-2,134
Closed -$522K – 585
2025
Q1 		$522K Buy
+2,134
New +$555K 0.04% 358
2024
Q1 		– Sell
-4,033
Closed -$886K – 525
2023
Q4 		$886K Buy
+4,033
New +$806K 0.1% 196
2022
Q3 		– Sell
-5,410
Closed -$949K – 496
2022
Q2 		$949K Buy
+5,410
New +$1.05M 0.09% 201
2022
Q1 		– Sell
-6,322
Closed -$1.61M – 546
2021
Q4 		$1.61M Buy
+6,322
New +$1.59M 0.13% 175

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 $49B AUM 17.78% 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
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

Advisor Resource Council's VOT Position: Q2 2025 in Review

Advisor Resource Council sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q2 2025, closing a stake of 2,134 shares — an estimated $522K sold.

Advisor Resource Council first reported a position in VOT in Q4 2021 and held it in 4 quarters. The position peaked at $1.61M in Q4 2021. 1,010 funds tracked by Wall St. Rank hold VOT as of Q2 2025.

  • Advisor Resource Council reported no remaining Vanguard Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 2,134 Vanguard Mid-Cap Growth ETF shares in Q2 2025, an estimated $522K.
  • Advisor Resource Council first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2021 and held it in 4 quarters.
  • Advisor Resource Council's Vanguard Mid-Cap Growth ETF position peaked at $1.61M in Q4 2021.
  • 1,010 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.