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Dentgroup’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Dentgroup’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 		$1.32M Sell
4,721
-150
-3% -$42.9K 0.91% 35
2025
Q3 		$1.43M Sell
4,871
-2
-0% -$577 0.92% 33
2025
Q2 		$1.39M Buy
4,873
+20
+0.4% +$5.16K 0.96% 31
2025
Q1 		$1.19M Sell
4,853
-192
-4% -$49.9K 0.89% 32
2024
Q4 		$1.28M Sell
5,045
-1
-0% -$257 0.98% 27
2024
Q3 		$1.23M Sell
5,046
-87
-2% -$20.3K 0.92% 29
2024
Q2 		$1.18M Sell
5,133
-90
-2% -$20.6K 0.95% 28
2024
Q1 		$1.23M Sell
5,223
-167
-3% -$37.4K 1.02% 27
2023
Q4 		$1.18M Sell
5,390
-721
-12% -$144K 1.05% 26
2023
Q3 		$1.19M Sell
6,111
-144
-2% -$29.4K 0.88% 39
2023
Q2 		$1.29M Buy
6,255
+9
+0.1% +$1.74K 0.93% 37
2023
Q1 		$1.22M Buy
6,246
+12
+0.2% +$2.3K 0.98% 34
2022
Q4 		$1.12M Sell
6,234
-344
-5% -$62.3K 0.97% 33
2022
Q3 		$1.12M Sell
6,578
-101
-2% -$19.1K 1.12% 31
2022
Q2 		$1.17M Sell
6,679
-527
-7% -$102K 1.3% 28
2022
Q1 		$1.61M Buy
7,206
+8
+0.1% +$1.77K 1.55% 21
2021
Q4 		$1.83M Buy
+7,198
New +$1.81M 1.73% 19

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Dentgroup's VOT Position: Q4 2025 in Review

Dentgroup reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 3.1% in Q4 2025, selling an estimated $42.9K and leaving 4,721 shares worth $1.32M. The position accounts for 0.91% of the portfolio, ranked #35.

Dentgroup first reported a position in VOT in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.83M in Q4 2021. 1,077 funds tracked by Wall St. Rank hold VOT as of Q4 2025.

  • Dentgroup held 4,721 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.32M as of Q4 2025.
  • Dentgroup sold 150 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2025, an estimated $42.9K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.91% of Dentgroup's portfolio in Q4 2025, its #35 holding.
  • Dentgroup first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • Dentgroup's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.83M in Q4 2021.
  • 1,077 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2025.

Based on Dentgroup's 13F filing for Q4 2025, filed 28 Jan 2026.