Cyrus J. Lawrence’s Vanguard Morningstar 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	$431K	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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cyrus J. Lawrence's VOT Position: Q1 2025 in Review

Cyrus J. Lawrence sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2025, closing a stake of 2,109 shares — an estimated $535K sold.

Cyrus J. Lawrence first reported a position in VOT in Q1 2022 and held it in 11 quarters. The position peaked at $535K in Q4 2024. 979 funds tracked by Wall St. Rank hold VOT as of Q1 2025.

Cyrus J. Lawrence reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Cyrus J. Lawrence sold 2,109 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2025, an estimated $535K.
Cyrus J. Lawrence first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2022 and held it in 11 quarters.
Cyrus J. Lawrence's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $535K in Q4 2024.
979 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2025.

Based on Cyrus J. Lawrence's 13F filing for Q1 2025, filed 15 May 2025.