Aurora Private Wealth’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Aurora Private Wealth’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	$224K	Buy	+789	New	+$203K	0.17%	146
2025 Q1	–	Sell	-848	Closed	-$215K	–	168
2024 Q4	$215K	Buy	848 +1	+0.1%	+$257	0.16%	140
2024 Q3	$206K	Buy	+847	New	+$197K	0.16%	145
2024 Q2	–	Sell	-872	Closed	-$204K	–	158
2024 Q1	$204K	Sell	872 -178	-17%	-$39.9K	0.18%	148
2023 Q4	$231K	Buy	+1,050	New	+$210K	0.22%	129
2023 Q3	–	Sell	-978	Closed	-$201K	–	148
2023 Q2	$201K	Buy	+978	New	+$190K	0.23%	126
2022 Q2	–	Sell	-920	Closed	-$205K	–	202
2022 Q1	$205K	Buy	920 +73	+9%	+$16.1K	0.08%	183
2021 Q4	$216K	Buy	+847	New	+$213K	0.09%	181

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Aurora Private Wealth's VOT Position: Q2 2025 in Review

Aurora Private Wealth opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2025: 789 shares worth $224K. The stake represents 0.17% of the portfolio and ranks #146 among its holdings. This is a return to the name: Aurora Private Wealth previously reported a position in VOT as recently as Q4 2024.

Aurora Private Wealth first reported a position in VOT in Q4 2021 and has held it in 8 quarters since. The position peaked at $231K in Q4 2023. 1,013 funds tracked by Wall St. Rank hold VOT as of Q2 2025.

Aurora Private Wealth held 789 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $224K as of Q2 2025.
Vanguard Morningstar Mid-Cap Growth ETF was a new Aurora Private Wealth position in Q2 2025.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.17% of Aurora Private Wealth's portfolio in Q2 2025, its #146 holding.
Aurora Private Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 8 quarters since.
Aurora Private Wealth's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $231K in Q4 2023.
1,013 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2025.

Based on Aurora Private Wealth's 13F filing for Q2 2025, filed 24 Jul 2025.