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

Centricity 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 		$135K Hold
475
– – 0.11% 101
2025
Q1 		$116K Sell
475
-284
-37% -$73.8K 0.11% 105
2024
Q4 		$193K Buy
+759
New +$195K 0.18% 74

Other funds holding VOT

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Centricity Wealth Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2025 at 475 shares worth $135K. The position accounts for 0.11% of the portfolio, ranked #101.

Centricity Wealth Management first reported a position in VOT in Q4 2024 and has held it in 3 quarters since. The position peaked at $193K in Q4 2024. 1,013 funds tracked by Wall St. Rank hold VOT as of Q2 2025.

  • Centricity Wealth Management held 475 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $135K as of Q2 2025.
  • Centricity Wealth Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2025.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.11% of Centricity Wealth Management's portfolio in Q2 2025, its #101 holding.
  • Centricity Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $193K in Q4 2024.
  • 1,013 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.