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

CarsonAllaria 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	-57	Closed	-$14.5K	–	373
2024 Q4	$14.5K	Hold	57	–	–	0.01%	218
2024 Q3	$13.9K	Buy	57 +3	+6%	+$699	0.01%	234
2024 Q2	$12.6K	Buy	54 +3	+6%	+$688	0.01%	232
2024 Q1	$12.2K	Hold	51	–	–	0.01%	232
2023 Q4	$11.4K	Hold	51	–	–	0.01%	209
2023 Q3	$10.1K	Hold	51	–	–	0.01%	208
2023 Q2	$10.6K	Hold	51	–	–	0.01%	217
2023 Q1	$10K	Hold	51	–	–	0.01%	214
2022 Q4	$9K	Hold	51	–	–	0.01%	199
2022 Q3	$9K	Hold	51	–	–	0.01%	202
2022 Q2	$9K	Hold	51	–	–	0.01%	203
2022 Q1	$11K	Sell	51 -7	-12%	-$1.54K	0.01%	195
2021 Q4	$15K	Buy	+58	New	+$14.6K	0.01%	187

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 22.9% 1-Year Est. Return

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

CarsonAllaria Wealth Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2025, closing a stake of 57 shares — an estimated $14.5K sold.

CarsonAllaria Wealth Management first reported a position in VOT in Q4 2021 and held it in 13 quarters. The position peaked at $15K in Q4 2021. 980 funds tracked by Wall St. Rank hold VOT as of Q1 2025.

CarsonAllaria Wealth Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 57 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2025, an estimated $14.5K.
CarsonAllaria Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and held it in 13 quarters.
CarsonAllaria Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $15K in Q4 2021.
980 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2025, filed 28 Apr 2025.