AAS
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Avantax Advisory Services’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Avantax Advisory Services’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 		$9.19M Sell
32,309
-815
-2% -$210K 0.05% 289
2025
Q1 		$8.1M Buy
33,124
+1,206
+4% +$314K 0.05% 294
2024
Q4 		$8.1M Buy
31,918
+2,065
+7% +$532K 0.05% 274
2024
Q3 		$7.27M Buy
29,853
+2,861
+11% +$666K 0.05% 303
2024
Q2 		$6.2M Buy
26,992
+14,825
+122% +$3.4M 0.04% 317
2024
Q1 		$2.87M Buy
12,167
+583
+5% +$131K 0.03% 445
2023
Q4 		$2.54M Sell
11,584
-6,564
-36% -$1.31M 0.03% 442
2023
Q3 		$3.53M Buy
18,148
+4,520
+33% +$923K 0.04% 317
2023
Q2 		$2.8M Buy
13,628
+437
+3% +$84.7K 0.03% 368
2023
Q1 		$2.57M Sell
13,191
-106
-0.8% -$20.3K 0.03% 367
2022
Q4 		$2.39M Sell
13,297
-323
-2% -$58.5K 0.03% 371
2022
Q3 		$2.32M Buy
13,620
+1,103
+9% +$209K 0.04% 347
2022
Q2 		$2.19M Sell
12,517
-1,733
-12% -$335K 0.03% 355
2022
Q1 		$3.17M Buy
14,250
+2,330
+20% +$514K 0.04% 290
2021
Q4 		$3.04M Sell
11,920
-87
-0.7% -$21.9K 0.05% 289
2021
Q3 		$2.84M Buy
12,007
+3,973
+49% +$962K 0.05% 274
2021
Q2 		$1.9M Buy
8,034
+30
+0.4% +$6.73K 0.03% 336
2021
Q1 		$1.72M Buy
8,004
+419
+6% +$90.9K 0.04% 320
2020
Q4 		$1.61M Sell
7,585
-3,633
-32% -$715K 0.04% 309
2020
Q3 		$2.02M Buy
11,218
+5,586
+99% +$985K 0.03% 366
2020
Q2 		$928K Buy
5,632
+1,504
+36% +$227K 0.03% 357
2020
Q1 		$523K Buy
4,128
+81
+2% +$12.3K 0.02% 428
2019
Q4 		$642K Buy
4,047
+168
+4% +$25.6K 0.01% 415
2019
Q3 		$571K Buy
3,879
+223
+6% +$33.4K 0.02% 302
2019
Q2 		$546K Buy
3,656
+3
+0.1% +$438 0.02% 279
2019
Q1 		$522K Sell
3,653
-51
-1% -$6.86K 0.03% 271
2018
Q4 		$442K Buy
+3,704
New +$476K 0.07% 239

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Avantax Advisory Services's VOT Position: Q2 2025 in Review

Avantax Advisory Services reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 2.5% in Q2 2025, selling an estimated $210K and leaving 32,309 shares worth $9.19M. The position accounts for 0.05% of the portfolio, ranked #289.

Avantax Advisory Services first reported a position in VOT in Q4 2018 and has held it in 27 quarters since. 1,010 funds tracked by Wall St. Rank hold VOT as of Q2 2025.

  • Avantax Advisory Services held 32,309 shares of Vanguard Mid-Cap Growth ETF worth $9.19M as of Q2 2025.
  • Avantax Advisory Services sold 815 Vanguard Mid-Cap Growth ETF shares in Q2 2025, an estimated $210K.
  • Vanguard Mid-Cap Growth ETF made up 0.05% of Avantax Advisory Services's portfolio in Q2 2025, its #289 holding.
  • Avantax Advisory Services first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2018 and has held it in 27 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.