CMP
VOT icon

Coston McIsaac & Partners’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Coston McIsaac & Partners’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
2026
Q1 		$4K Hold
19
– – ﹤0.01% 712
2025
Q4 		$5K Hold
19
– – ﹤0.01% 664
2025
Q3 		$5K Hold
19
– – ﹤0.01% 632
2025
Q2 		$5K Hold
19
– – ﹤0.01% 614
2025
Q1 		$4K Hold
19
– – ﹤0.01% 626
2024
Q4 		$4K Hold
19
– – ﹤0.01% 626
2024
Q3 		$4 Hold
19
– – ﹤0.01% 639
2024
Q2 		$4K Hold
19
– – ﹤0.01% 608
2024
Q1 		$4K Hold
19
– – ﹤0.01% 602
2023
Q4 		$4K Hold
19
– – ﹤0.01% 603
2023
Q3 		$3K Hold
19
– – ﹤0.01% 628
2023
Q2 		$3K Hold
19
– – ﹤0.01% 669
2023
Q1 		$3K Hold
19
– – ﹤0.01% 658
2022
Q4 		$3 Hold
19
– – ﹤0.01% 657
2022
Q3 		$3K Hold
19
– – ﹤0.01% 577
2022
Q2 		$3K Buy
+19
New +$3.68K ﹤0.01% 406

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return