Elevatus Welath Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Elevatus Welath Management’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 Q3	–	Sell	-838	Closed	-$238K	–	134
2025 Q2	$238K	Sell	838 -489	-37%	-$126K	0.08%	101
2025 Q1	$325K	Sell	1,327 -38	-3%	-$9.88K	0.18%	71
2024 Q4	$346K	Sell	1,365 -50	-4%	-$12.9K	0.12%	75
2024 Q3	$345K	Buy	1,415 +6	+0.4%	+$1.4K	0.11%	69
2024 Q2	$323K	Sell	1,409 -37,136	-96%	-$8.52M	0.12%	78
2024 Q1	$9.09M	Buy	38,545 +1,793	+5%	+$402K	3.58%	5
2023 Q4	$8.07M	Buy	36,752 +35,625	+3,161%	+$7.12M	3.67%	7
2023 Q3	$219K	Sell	1,127 -73,220	-98%	-$14.9M	0.2%	60
2023 Q2	$15.3M	Buy	+74,347	New	+$14.4M	10.62%	2

Other funds holding VOT

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

VIA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Elevatus Welath Management's VOT Position: Q3 2025 in Review

Elevatus Welath Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2025, closing a stake of 838 shares — an estimated $238K sold.

Elevatus Welath Management first reported a position in VOT in Q2 2023 and held it in 9 quarters. The position peaked at $15.3M in Q2 2023. 1,020 funds tracked by Wall St. Rank hold VOT as of Q3 2025.

Elevatus Welath Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Elevatus Welath Management sold 838 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2025, an estimated $238K.
Elevatus Welath Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2023 and held it in 9 quarters.
Elevatus Welath Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $15.3M in Q2 2023.
1,020 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2025.

Based on Elevatus Welath Management's 13F filing for Q3 2025, filed 13 Nov 2025.