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Atticus Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Atticus Wealth Management’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
Q3 		– Sell
-272
Closed -$77.3K – 630
2025
Q2 		$77.3K Hold
272
– – 0.02% 271
2025
Q1 		$66.5K Hold
272
– – 0.02% 205
2024
Q4 		$68.9K Sell
272
-9
-3% -$2.32K 0.02% 208
2024
Q3 		$68.5K Hold
281
– – 0.02% 213
2024
Q2 		$64.5K Sell
281
-122
-30% -$28K 0.02% 211
2024
Q1 		$95K Sell
403
-745
-65% -$167K 0.03% 174
2023
Q4 		$252K Sell
1,148
-44
-4% -$8.8K 0.09% 110
2023
Q3 		$232K Sell
1,192
-125
-9% -$25.5K 0.09% 117
2023
Q2 		$271K Sell
1,317
-517
-28% -$100K 0.1% 112
2023
Q1 		$357K Sell
1,834
-2,213
-55% -$424K 0.14% 91
2022
Q4 		$728K Sell
4,047
-463
-10% -$83.9K 0.3% 59
2022
Q3 		$791K Hold
4,510
– – 0.38% 41
2022
Q2 		$791K Sell
4,510
-417
-8% -$80.7K 0.33% 53
2022
Q1 		$1.1M Buy
4,927
+25
+0.5% +$5.52K 0.4% 51
2021
Q4 		$1.25M Buy
4,902
+18
+0.4% +$4.54K 0.49% 38
2021
Q3 		$1.15M Sell
4,884
-51
-1% -$12.3K 0.51% 36
2021
Q2 		$1.17M Buy
4,935
+595
+14% +$133K 0.51% 40
2021
Q1 		$931K Buy
4,340
+431
+11% +$93.5K 0.44% 44
2020
Q4 		$829K Buy
3,909
+3,744
+2,269% +$737K 0.42% 47
2020
Q3 		$30K Buy
165
+40
+32% +$7.05K 0.02% 210
2020
Q2 		$21K Hold
125
– – 0.01% 208
2020
Q1 		$16K Sell
125
-604
-83% -$91.7K 0.01% 215
2019
Q4 		$116K Buy
+729
New +$111K 0.07% 120

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atticus Wealth Management's VOT Position: Q3 2025 in Review

Atticus Wealth Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2025, closing a stake of 272 shares — an estimated $77.3K sold.

Atticus Wealth Management first reported a position in VOT in Q4 2019 and held it in 23 quarters. The position peaked at $1.25M in Q4 2021. 1,020 funds tracked by Wall St. Rank hold VOT as of Q3 2025.

  • Atticus Wealth Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 272 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2025, an estimated $77.3K.
  • Atticus Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and held it in 23 quarters.
  • Atticus Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.25M in Q4 2021.
  • 1,020 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.