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Beese Fulmer Investment Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Beese Fulmer Investment 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
Q2 		– Sell
-887
Closed -$217K – 291
2025
Q1 		$217K Buy
+887
New +$231K 0.02% 233
2020
Q3 		– Sell
-483
Closed -$80K – 534
2020
Q2 		$80K Buy
+483
New +$73K 0.01% 265

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

Beese Fulmer Investment Management's VOT Position: Q2 2025 in Review

Beese Fulmer Investment Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q2 2025, closing a stake of 887 shares — an estimated $217K sold.

Beese Fulmer Investment Management first reported a position in VOT in Q2 2020 and held it in 2 quarters. The position peaked at $217K in Q1 2025. 1,011 funds tracked by Wall St. Rank hold VOT as of Q2 2025.

  • Beese Fulmer Investment Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 887 Vanguard Mid-Cap Growth ETF shares in Q2 2025, an estimated $217K.
  • Beese Fulmer Investment Management first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2020 and held it in 2 quarters.
  • Beese Fulmer Investment Management's Vanguard Mid-Cap Growth ETF position peaked at $217K in Q1 2025.
  • 1,011 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2025.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2025, filed 7 Aug 2025.