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

Cahaba 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 Q2	–	Sell	-985	Closed	-$241K	–	160
2025 Q1	$241K	Buy	985 +1	+0.1%	+$260	0.02%	129
2024 Q4	$250K	Hold	984	–	–	0.02%	130
2024 Q3	$240K	Sell	984 -172	-15%	-$40.1K	0.02%	129
2024 Q2	$265K	Hold	1,156	–	–	0.02%	124
2024 Q1	$272K	Buy	+1,156	New	+$259K	0.02%	124
2018 Q4	–	Sell	-1,447	Closed	-$205K	–	78
2018 Q3	$205K	Hold	1,447	–	–	0.07%	65
2018 Q2	$201K	Buy	+1,447	New	+$192K	0.07%	63

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cahaba Wealth Management's VOT Position: Q2 2025 in Review

Cahaba Wealth Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2025, closing a stake of 985 shares — an estimated $241K sold.

Cahaba Wealth Management first reported a position in VOT in Q2 2018 and held it in 7 quarters. The position peaked at $272K in Q1 2024. 1,013 funds tracked by Wall St. Rank hold VOT as of Q2 2025.

Cahaba Wealth Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
Cahaba Wealth Management sold 985 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2025, an estimated $241K.
Cahaba Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2018 and held it in 7 quarters.
Cahaba Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $272K in Q1 2024.
1,013 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2025.

Based on Cahaba Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.