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Avalon Capital Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Avalon Capital 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
-2,779
Closed -$790K – 143
2025
Q2 		$790K Buy
+2,779
New +$717K 0.21% 73
2025
Q1 		– Sell
-12,810
Closed -$3.25M – 155
2024
Q4 		$3.25M Buy
+12,810
New +$3.3M 1.05% 26

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

Avalon Capital Management's VOT Position: Q3 2025 in Review

Avalon Capital Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2025, closing a stake of 2,779 shares — an estimated $790K sold.

Avalon Capital Management first reported a position in VOT in Q4 2024 and held it in 2 quarters. The position peaked at $3.25M in Q4 2024. 1,020 funds tracked by Wall St. Rank hold VOT as of Q3 2025.

  • Avalon Capital Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Avalon Capital Management sold 2,779 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2025, an estimated $790K.
  • Avalon Capital Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and held it in 2 quarters.
  • Avalon Capital Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $3.25M in Q4 2024.
  • 1,020 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2025.

Based on Avalon Capital Management's 13F filing for Q3 2025, filed 22 Oct 2025.