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Alpha Cubed Investments’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Alpha Cubed Investments’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
-923
Closed -$226K – 323
2025
Q1 		$226K Buy
+923
New +$240K 0.01% 267
2019
Q3 		– Sell
-1,680
Closed -$251K – 272
2019
Q2 		$251K Buy
+1,680
New +$245K 0.03% 206

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Alpha Cubed Investments's VOT Position: Q2 2025 in Review

Alpha Cubed Investments sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2025, closing a stake of 923 shares — an estimated $226K sold.

Alpha Cubed Investments first reported a position in VOT in Q2 2019 and held it in 2 quarters. The position peaked at $251K in Q2 2019. 1,013 funds tracked by Wall St. Rank hold VOT as of Q2 2025.

  • Alpha Cubed Investments reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Alpha Cubed Investments sold 923 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2025, an estimated $226K.
  • Alpha Cubed Investments first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2019 and held it in 2 quarters.
  • Alpha Cubed Investments's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $251K in Q2 2019.
  • 1,013 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2025.

Based on Alpha Cubed Investments's 13F filing for Q2 2025, filed 7 Aug 2025.