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

EWG Elevate’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
-6,247
Closed -$1.59M – 162
2024
Q4 		$1.59M Buy
+6,247
New +$1.61M 0.48% 58
2023
Q1 		– Sell
-150
Closed -$27K – 766
2022
Q4 		$27K Buy
+150
New +$27.2K 0.01% 235

Other funds holding VOT

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EWG Elevate's VOT Position: Q1 2025 in Review

EWG Elevate sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2025, closing a stake of 6,247 shares — an estimated $1.59M sold.

EWG Elevate first reported a position in VOT in Q4 2022 and held it in 2 quarters. The position peaked at $1.59M in Q4 2024. 979 funds tracked by Wall St. Rank hold VOT as of Q1 2025.

  • EWG Elevate reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • EWG Elevate sold 6,247 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2025, an estimated $1.59M.
  • EWG Elevate first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and held it in 2 quarters.
  • EWG Elevate's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.59M in Q4 2024.
  • 979 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2025.

Based on EWG Elevate's 13F filing for Q1 2025, filed 10 Apr 2025.