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

Cahill 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	$641K	Buy	2,620 +3	+0.1%	+$780	0.33%	32
2024 Q4	$664K	Buy	2,617 +3	+0.1%	+$772	0.34%	31
2024 Q3	$636K	Buy	2,614 +5	+0.2%	+$1.16K	0.33%	33
2024 Q2	$599K	Hold	2,609	–	–	0.36%	31
2024 Q1	$615K	Buy	2,609 +3	+0.1%	+$672	0.36%	32
2023 Q4	$572K	Sell	2,606 -546	-17%	-$109K	0.38%	29
2023 Q3	$614K	Buy	3,152 +4	+0.1%	+$817	0.47%	29
2023 Q2	$648K	Buy	3,148 +3	+0.1%	+$581	0.45%	29
2023 Q1	$613K	Buy	3,145 +4	+0.1%	+$766	0.45%	30
2022 Q4	$625K	Sell	3,141 -495	-14%	-$89.7K	0.45%	30
2022 Q3	$620K	Sell	3,636 -840	-19%	-$159K	0.55%	24
2022 Q2	$785K	Buy	4,476 +464	+12%	+$89.8K	0.66%	23
2022 Q1	$894K	Buy	+4,012	New	+$886K	0.66%	20

Other funds holding VOT

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cahill Wealth Management's VOT Position: Q1 2025 in Review

Cahill Wealth Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.11% in Q1 2025, buying an estimated $780 and bringing the position to 2,620 shares worth $641K. The position accounts for 0.33% of the portfolio, ranked #32.

Cahill Wealth Management first reported a position in VOT in Q1 2022 and has held it in 13 quarters since. The position peaked at $894K in Q1 2022. 977 funds tracked by Wall St. Rank hold VOT as of Q1 2025.

Cahill Wealth Management held 2,620 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $641K as of Q1 2025.
Cahill Wealth Management bought 3 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2025, an estimated $780.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.33% of Cahill Wealth Management's portfolio in Q1 2025, its #32 holding.
Cahill Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2022 and has held it in 13 quarters since.
Cahill Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $894K in Q1 2022.
977 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2025.

Based on Cahill Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.