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Cloud Capital Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Cloud Capital 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
Q4 		– Sell
-359
Closed -$105K – 1465
2025
Q3 		$105K Buy
+359
New +$104K 0.06% 122
2025
Q2 		– Sell
-359
Closed -$87K – 262
2025
Q1 		$87K Buy
+359
New +$93.3K 0.06% 122

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Cloud Capital Management's VOT Position: Q4 2025 in Review

Cloud Capital Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2025, closing a stake of 359 shares — an estimated $105K sold.

Cloud Capital Management first reported a position in VOT in Q1 2025 and held it in 2 quarters. The position peaked at $105K in Q3 2025. 1,078 funds tracked by Wall St. Rank hold VOT as of Q4 2025.

  • Cloud Capital Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Cloud Capital Management sold 359 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2025, an estimated $105K.
  • Cloud Capital Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2025 and held it in 2 quarters.
  • Cloud Capital Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $105K in Q3 2025.
  • 1,078 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2025.

Based on Cloud Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.