CIA
VOT icon

Choate Investment Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Choate Investment 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
Q3 		– Sell
-870
Closed -$247K – 494
2025
Q2 		$247K Buy
+870
New +$224K 0.01% 366
2023
Q4 		– Sell
-415
Closed -$80.8K – 463
2023
Q3 		$80.8K Hold
415
– – ﹤0.01% 381
2023
Q2 		$85.4K Hold
415
– – ﹤0.01% 306
2023
Q1 		$80.9K Buy
+415
New +$79.5K ﹤0.01% 281

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
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Choate Investment Advisors's VOT Position: Q3 2025 in Review

Choate Investment Advisors sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2025, closing a stake of 870 shares — an estimated $247K sold.

Choate Investment Advisors first reported a position in VOT in Q1 2023 and held it in 4 quarters. The position peaked at $247K in Q2 2025. 1,021 funds tracked by Wall St. Rank hold VOT as of Q3 2025.

  • Choate Investment Advisors reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Choate Investment Advisors sold 870 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2025, an estimated $247K.
  • Choate Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2023 and held it in 4 quarters.
  • Choate Investment Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $247K in Q2 2025.
  • 1,021 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.