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

Beaird Harris 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
Q1 		– Sell
-1,325
Closed -$336K – 540
2024
Q4 		$336K Buy
1,325
+3
+0.2% +$772 0.03% 103
2024
Q3 		$322K Buy
+1,322
New +$308K 0.03% 109

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 $49B AUM 17.78% 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 $4.48B AUM 13.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Beaird Harris Wealth Management's VOT Position: Q1 2025 in Review

Beaird Harris Wealth Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2025, closing a stake of 1,325 shares — an estimated $336K sold.

Beaird Harris Wealth Management first reported a position in VOT in Q3 2024 and held it in 2 quarters. The position peaked at $336K in Q4 2024. 975 funds tracked by Wall St. Rank hold VOT as of Q1 2025.

  • Beaird Harris Wealth Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 1,325 Vanguard Mid-Cap Growth ETF shares in Q1 2025, an estimated $336K.
  • Beaird Harris Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2024 and held it in 2 quarters.
  • Beaird Harris Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $336K in Q4 2024.
  • 975 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.