Centerpoint Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Centerpoint Advisors’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	-2	Closed	–	–	438
2025 Q1	$0	Hold	2	–	–	﹤0.01%	460
2024 Q4	$1K	Hold	2	–	–	﹤0.01%	440
2024 Q3	$0	Buy	+2	New	+$466	﹤0.01%	496
2022 Q1	–	Sell	-67	Closed	-$17K	–	468
2021 Q4	$17K	Buy	+67	New	+$16.9K	0.01%	189
2018 Q2	–	Sell	-132	Closed	-$17K	–	402
2018 Q1	$17K	Hold	132	–	–	0.01%	141
2017 Q4	$17K	Buy	+132	New	+$16.6K	0.02%	123

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Centerpoint Advisors's VOT Position: Q2 2025 in Review

Centerpoint Advisors sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q2 2025, closing a stake of 2 shares.

Centerpoint Advisors first reported a position in VOT in Q4 2017 and held it in 6 quarters. The position peaked at $17K in Q4 2021. 1,010 funds tracked by Wall St. Rank hold VOT as of Q2 2025.

Centerpoint Advisors reported no remaining Vanguard Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
Centerpoint Advisors sold 2 Vanguard Mid-Cap Growth ETF shares in Q2 2025.
Centerpoint Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2017 and held it in 6 quarters.
Centerpoint Advisors's Vanguard Mid-Cap Growth ETF position peaked at $17K in Q4 2021.
1,010 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2025.

Based on Centerpoint Advisors's 13F filing for Q2 2025, filed 1 Aug 2025.