Arete Wealth Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Arete Wealth Advisors’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 Q4	–	Sell	-2,521	Closed	-$739K	–	752
2025 Q3	$739K	Sell	2,521 -175	-6%	-$50.5K	0.05%	343
2025 Q2	$767K	Buy	2,696 +110	+4%	+$28.4K	0.05%	301
2025 Q1	$633K	Buy	2,586 +424	+20%	+$110K	0.05%	327
2024 Q4	$550K	Hold	2,162	–	–	0.04%	389
2024 Q3	$524K	Sell	2,162 -164	-7%	-$38.2K	0.04%	367
2024 Q2	$533K	Buy	+2,326	New	+$533K	0.04%	375
2024 Q1	–	Sell	-2,271	Closed	-$499K	–	739
2023 Q4	$499K	Buy	+2,271	New	+$454K	0.04%	403
2023 Q3	–	Sell	-1,903	Closed	-$391K	–	731
2023 Q2	$391K	Buy	1,903 +523	+38%	+$101K	0.03%	420
2023 Q1	$269K	Buy	+1,380	New	+$264K	0.02%	501
2022 Q4	–	Sell	-1,295	Closed	-$221K	–	714
2022 Q3	$221K	Sell	1,295 -52,749	-98%	-$9.98M	0.02%	495
2022 Q2	$4.97M	Buy	+54,044	New	+$10.5M	0.5%	50

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Arete Wealth Advisors's VOT Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2025, closing a stake of 2,521 shares — an estimated $739K sold.

Arete Wealth Advisors first reported a position in VOT in Q2 2022 and held it in 11 quarters. The position peaked at $4.97M in Q2 2022. 1,078 funds tracked by Wall St. Rank hold VOT as of Q4 2025.

Arete Wealth Advisors reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Arete Wealth Advisors sold 2,521 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2025, an estimated $739K.
Arete Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2022 and held it in 11 quarters.
Arete Wealth Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $4.97M in Q2 2022.
1,078 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.