AWM
VOT icon

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

Axxcess 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
-1,064
Closed -$303K – 974
2025
Q2 		$303K Buy
1,064
+11
+1% +$2.84K 0.01% 713
2025
Q1 		$258K Sell
1,053
-202
-16% -$52.5K 0.01% 731
2024
Q4 		$318K Hold
1,255
– – 0.01% 658
2024
Q3 		$306K Hold
1,255
– – 0.01% 683
2024
Q2 		$288K Sell
1,255
-5,916
-82% -$1.36M 0.01% 662
2024
Q1 		$1.69M Buy
7,171
+943
+15% +$211K 0.05% 281
2023
Q4 		$1.37M Buy
6,228
+643
+12% +$129K 0.04% 301
2023
Q3 		$1.09M Buy
5,585
+2,674
+92% +$546K 0.04% 304
2023
Q2 		$599K Sell
2,911
-941
-24% -$182K 0.04% 310
2023
Q1 		$751K Sell
3,852
-283
-7% -$54.2K 0.06% 284
2022
Q4 		$743K Buy
4,135
+128
+3% +$23.2K 0.06% 280
2022
Q3 		$683K Sell
4,007
-128
-3% -$24.2K 0.07% 256
2022
Q2 		$725K Buy
4,135
+372
+10% +$72K 0.07% 236
2022
Q1 		$838K Buy
3,763
+103
+3% +$22.7K 0.07% 248
2021
Q4 		$932K Buy
+3,660
New +$923K 0.07% 224

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 $528B 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 $501B 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 $564B AUM 30.12% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return