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Aveo Capital Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Aveo Capital Partners’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
Q1 		– Sell
-7,300
Closed -$1.85M – 340
2024
Q4 		$1.85M Buy
7,300
+478
+7% +$123K 0.2% 93
2024
Q3 		$1.66M Buy
6,822
+1,443
+27% +$336K 0.18% 98
2024
Q2 		$1.23M Buy
5,379
+445
+9% +$102K 0.14% 113
2024
Q1 		$1.12M Buy
4,934
+3,690
+297% +$827K 0.12% 132
2023
Q4 		$273K Buy
1,244
+83
+7% +$16.6K 0.03% 282
2023
Q3 		$226K Sell
1,161
-9
-0.8% -$1.84K 0.03% 308
2023
Q2 		$241K Sell
1,170
-32
-3% -$6.2K 0.03% 303
2023
Q1 		$234K Sell
1,202
-56
-4% -$10.7K 0.03% 298
2022
Q4 		$226K Sell
1,258
-5
-0.4% -$906 0.03% 296
2022
Q3 		$215K Sell
1,263
-50
-4% -$9.46K 0.04% 252
2022
Q2 		$230K Buy
1,313
+104
+9% +$20.1K 0.04% 245
2022
Q1 		$269K Sell
1,209
-19
-2% -$4.19K 0.05% 232
2021
Q4 		$313K Sell
1,228
-34
-3% -$8.57K 0.06% 218
2021
Q3 		$298K Sell
1,262
-140
-10% -$33.9K 0.06% 207
2021
Q2 		$331K Buy
1,402
+26
+2% +$5.83K 0.07% 203
2021
Q1 		$295K Buy
+1,376
New +$298K 0.07% 195
2020
Q4 		– Sell
-1,473
Closed -$265K – 178
2020
Q3 		$265K Buy
+1,473
New +$260K 0.1% 164

Other funds holding VOT

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Aveo Capital Partners's VOT Position: Q1 2025 in Review

Aveo Capital Partners sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2025, closing a stake of 7,300 shares — an estimated $1.85M sold.

Aveo Capital Partners first reported a position in VOT in Q3 2020 and held it in 17 quarters. The position peaked at $1.85M in Q4 2024. 976 funds tracked by Wall St. Rank hold VOT as of Q1 2025.

  • Aveo Capital Partners reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 7,300 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2025, an estimated $1.85M.
  • Aveo Capital Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2020 and held it in 17 quarters.
  • Aveo Capital Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.85M in Q4 2024.
  • 976 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.