Aspire Private Capital’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Aspire Private Capital’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
2024 Q4	–	Sell	-78	Closed	-$19K	–	627
2024 Q3	$19K	Hold	78	–	–	﹤0.01%	310
2024 Q2	$17.9K	Hold	78	–	–	﹤0.01%	328
2024 Q1	$18.4K	Hold	78	–	–	﹤0.01%	334
2023 Q4	$17.1K	Hold	78	–	–	0.01%	337
2023 Q3	$15.2K	Sell	78 -1	-1%	-$204	0.01%	348
2023 Q2	$16.3K	Hold	79	–	–	0.01%	322
2023 Q1	$15.4K	Sell	79 -7	-8%	-$1.34K	0.01%	318
2022 Q4	$15.5K	Hold	86	–	–	0.01%	314
2022 Q3	$15K	Sell	86 -3	-3%	-$568	0.01%	306
2022 Q2	$16K	Hold	89	–	–	0.01%	297
2022 Q1	$20K	Hold	89	–	–	0.01%	282
2021 Q4	$23K	Hold	89	–	–	0.01%	279
2021 Q3	$21K	Hold	89	–	–	0.01%	266
2021 Q2	$21K	Sell	89 -60	-40%	-$13.5K	0.01%	272
2021 Q1	$32K	Buy	+149	New	+$32.3K	0.01%	248
2020 Q3	–	Sell	-182	Closed	-$30K	–	517
2020 Q2	$30K	Buy	+182	New	+$27.5K	0.01%	174
2019 Q3	–	Sell	-5	Closed	-$1K	–	556
2019 Q2	$1K	Buy	+5	New	+$729	﹤0.01%	491

Other funds holding VOT

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

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

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

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Aspire Private Capital's VOT Position: Q4 2024 in Review

Aspire Private Capital sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2024, closing a stake of 78 shares — an estimated $19K sold.

Aspire Private Capital first reported a position in VOT in Q2 2019 and held it in 17 quarters. The position peaked at $32K in Q1 2021. 980 funds tracked by Wall St. Rank hold VOT as of Q4 2024.

Aspire Private Capital reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 78 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2024, an estimated $19K.
Aspire Private Capital first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2019 and held it in 17 quarters.
Aspire Private Capital's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $32K in Q1 2021.
980 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.