Bradley Foster & Sargent’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Bradley Foster & Sargent’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 Q4	–	Sell	-753	Closed	-$221K	–	547
2025 Q3	$221K	Hold	753	–	–	﹤0.01%	520
2025 Q2	$214K	Buy	+753	New	+$194K	﹤0.01%	521
2023 Q4	–	Sell	-1,555	Closed	-$320K	–	445
2023 Q3	$320K	Hold	1,555	–	–	0.01%	386
2023 Q2	$320K	Hold	1,555	–	–	0.01%	386
2023 Q1	$303K	Hold	1,555	–	–	0.01%	376
2022 Q4	$280K	Hold	1,555	–	–	0.01%	377
2022 Q3	$265K	Hold	1,555	–	–	0.01%	384
2022 Q2	$273K	Hold	1,555	–	–	0.01%	394
2022 Q1	$346K	Hold	1,555	–	–	0.01%	393
2021 Q4	$396K	Hold	1,555	–	–	0.01%	351
2021 Q3	$367K	Hold	1,555	–	–	0.01%	339
2021 Q2	$368K	Hold	1,555	–	–	0.01%	341
2021 Q1	$334K	Hold	1,555	–	–	0.01%	331
2020 Q4	$330K	Hold	1,555	–	–	0.01%	328
2020 Q3	$280K	Buy	+1,555	New	+$274K	0.01%	313
2020 Q1	–	Sell	-1,477	Closed	-$235K	–	359
2019 Q4	$235K	Buy	+1,477	New	+$225K	0.01%	339

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Bradley Foster & Sargent's VOT Position: Q4 2025 in Review

Bradley Foster & Sargent sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2025, closing a stake of 753 shares — an estimated $221K sold.

Bradley Foster & Sargent first reported a position in VOT in Q4 2019 and held it in 16 quarters. The position peaked at $396K in Q4 2021. 1,075 funds tracked by Wall St. Rank hold VOT as of Q4 2025.

Bradley Foster & Sargent reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Bradley Foster & Sargent sold 753 Vanguard Mid-Cap Growth ETF shares in Q4 2025, an estimated $221K.
Bradley Foster & Sargent first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2019 and held it in 16 quarters.
Bradley Foster & Sargent's Vanguard Mid-Cap Growth ETF position peaked at $396K in Q4 2021.
1,075 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2025.

Based on Bradley Foster & Sargent's 13F filing for Q4 2025, filed 12 Feb 2026.