Beacon Capital Management LLC (Tennessee)’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-352	Closed	-$100K	–	989
2025 Q2	$100K	Buy	352 +223	+173%	+$57.5K	0.01%	209
2025 Q1	$31.7K	Hold	129	–	–	﹤0.01%	393
2024 Q4	$32.8K	Hold	129	–	–	﹤0.01%	373
2024 Q3	$31.4K	Hold	129	–	–	﹤0.01%	407
2024 Q2	$29.6K	Hold	129	–	–	0.01%	380
2024 Q1	$30.4K	Hold	129	–	–	0.01%	376
2023 Q4	$25.1K	Buy	129 +2	+2%	+$400	0.01%	349
2023 Q3	$26.1K	Hold	127	–	–	0.01%	364
2023 Q2	$26.1K	Sell	127 -5	-4%	-$969	0.01%	364
2023 Q1	$25.7K	Hold	132	–	–	0.01%	327
2022 Q4	$23.7K	Buy	132 +5	+4%	+$906	0.01%	342
2022 Q3	$23K	Hold	127	–	–	0.01%	322
2022 Q2	$29K	Hold	127	–	–	0.01%	322
2022 Q1	$29K	Buy	+127	New	+$28K	0.01%	322

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s VOT Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2025, closing a stake of 352 shares — an estimated $100K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in VOT in Q1 2022 and held it in 14 quarters. The position peaked at $100K in Q2 2025. 1,021 funds tracked by Wall St. Rank hold VOT as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 352 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2025, an estimated $100K.
Beacon Capital Management LLC (Tennessee) first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Vanguard Morningstar Mid-Cap Growth ETF position peaked at $100K in Q2 2025.
1,021 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.