Cyrus J. Lawrence’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Cyrus J. Lawrence’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 Q1	–	Sell	-2,109	Closed	-$535K	–	165
2024 Q4	$535K	Sell	2,109 -48	-2%	-$12.4K	0.1%	52
2024 Q3	$525K	Hold	2,157	–	–	0.1%	52
2024 Q2	$495K	Hold	2,157	–	–	0.1%	54
2024 Q1	$508K	Buy	+2,157	New	+$483K	0.11%	57
2023 Q3	$408K	Hold	2,095	–	–	0.11%	56
2023 Q2	$431	Hold	2,095	–	–	0.09%	54
2023 Q1	$408K	Hold	2,095	–	–	0.12%	55
2022 Q4	$376K	Sell	2,095 -85	-4%	-$15.4K	0.11%	57
2022 Q3	$371K	Hold	2,180	–	–	0.07%	57
2022 Q2	$382K	Hold	2,180	–	–	0.11%	64
2022 Q1	$486K	Buy	+2,180	New	+$481K	0.11%	65

Other funds holding VOT

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return