CP
VOT icon

Castleview Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Castleview Partners’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
-269
Closed -$68.5K – 567
2024
Q4 		$68.5K Hold
269
– – 0.04% 293
2024
Q3 		$65.4K Buy
269
+144
+115% +$33.5K 0.04% 291
2024
Q2 		$28.7K Buy
125
+102
+443% +$23.4K 0.02% 395
2024
Q1 		$5.42K Hold
23
– – ﹤0.01% 623
2023
Q4 		$5.05K Buy
+23
New +$4.6K ﹤0.01% 582

Other funds holding VOT

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Castleview Partners's VOT Position: Q1 2025 in Review

Castleview Partners sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2025, closing a stake of 269 shares — an estimated $68.5K sold.

Castleview Partners first reported a position in VOT in Q4 2023 and held it in 5 quarters. The position peaked at $68.5K in Q4 2024. 979 funds tracked by Wall St. Rank hold VOT as of Q1 2025.

  • Castleview Partners reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 269 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2025, an estimated $68.5K.
  • Castleview Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and held it in 5 quarters.
  • Castleview Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $68.5K in Q4 2024.
  • 979 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.