Consolidated Portfolio Review Corp’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Consolidated Portfolio Review Corp’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	-4,531	Closed	-$1.33M	–	411
2025 Q3	$1.33M	Sell	4,531 -92	-2%	-$26.5K	0.17%	138
2025 Q2	$1.31M	Sell	4,623 -47	-1%	-$12.1K	0.18%	128
2025 Q1	$1.14M	Sell	4,670 -79	-2%	-$20.5K	0.18%	126
2024 Q4	$1.21M	Sell	4,749 -10	-0.2%	-$2.57K	0.19%	126
2024 Q3	$1.16M	Sell	4,759 -129	-3%	-$30K	0.26%	95
2024 Q2	$1.12M	Buy	4,888 +41	+0.8%	+$9.4K	0.26%	95
2024 Q1	$1.14M	Sell	4,847 -2,904	-37%	-$651K	0.3%	88
2023 Q4	$1.7M	Sell	7,751 -489	-6%	-$97.8K	0.39%	69
2023 Q3	$1.6M	Sell	8,240 -76	-0.9%	-$15.5K	0.39%	75
2023 Q2	$1.71M	Sell	8,316 -102	-1%	-$19.8K	0.41%	68
2023 Q1	$1.64M	Buy	+8,418	New	+$1.61M	0.44%	59

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Consolidated Portfolio Review Corp's VOT Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2025, closing a stake of 4,531 shares — an estimated $1.33M sold.

Consolidated Portfolio Review Corp first reported a position in VOT in Q1 2023 and held it in 11 quarters. The position peaked at $1.71M in Q2 2023. 1,077 funds tracked by Wall St. Rank hold VOT as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 4,531 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2025, an estimated $1.33M.
Consolidated Portfolio Review Corp first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2023 and held it in 11 quarters.
Consolidated Portfolio Review Corp's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.71M in Q2 2023.
1,077 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.