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Financial Advocates Investment Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Financial Advocates Investment 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
-1,363
Closed -$388K – 585
2025
Q2 		$388K Sell
1,363
-3,086
-69% -$796K 0.03% 430
2025
Q1 		$1.09M Sell
4,449
-5,474
-55% -$1.42M 0.08% 262
2024
Q4 		$2.52M Sell
9,923
-7,352
-43% -$1.89M 0.14% 155
2024
Q3 		$4.52M Buy
17,275
+7,781
+82% +$1.81M 0.26% 94
2024
Q2 		$2.18M Sell
9,494
-324
-3% -$74.3K 0.14% 164
2024
Q1 		$2.38M Sell
9,818
-589
-6% -$132K 0.14% 163
2023
Q4 		$2.23M Sell
10,407
-8,169
-44% -$1.63M 0.15% 159
2023
Q3 		$3.78M Buy
18,576
+8,584
+86% +$1.75M 0.27% 90
2023
Q2 		$2.06M Sell
9,992
-339
-3% -$65.7K 0.15% 159
2023
Q1 		$2.01M Sell
10,331
-5,122
-33% -$981K 0.14% 168
2022
Q4 		$2.78M Sell
15,453
-2,239
-13% -$406K 0.21% 123
2022
Q3 		$3.02M Buy
17,692
+496
+3% +$93.9K 0.25% 107
2022
Q2 		$3.02M Sell
17,196
-156
-0.9% -$30.2K 0.24% 104
2022
Q1 		$3.87M Buy
17,352
+444
+3% +$98K 0.25% 98
2021
Q4 		$4.3M Buy
16,908
+242
+1% +$61K 0.27% 90
2021
Q3 		$3.94M Buy
16,666
+256
+2% +$62K 0.27% 97
2021
Q2 		$3.88M Buy
16,410
+662
+4% +$148K 0.26% 89
2021
Q1 		$3.38M Buy
15,748
+1,214
+8% +$263K 0.24% 91
2020
Q4 		$3.1M Buy
14,534
+2,650
+22% +$522K 0.21% 104
2020
Q3 		$2.14M Sell
11,884
-53
-0.4% -$9.35K 0.18% 117
2020
Q2 		$1.97M Sell
11,937
-748
-6% -$113K 0.19% 129
2020
Q1 		$1.61M Buy
12,685
+699
+6% +$106K 0.23% 120
2019
Q4 		$1.9M Buy
11,986
+1,097
+10% +$167K 0.2% 122
2019
Q3 		$1.61M Sell
10,889
-13,065
-55% -$1.96M 0.18% 130
2019
Q2 		$3.58M Buy
23,954
+1,124
+5% +$164K 0.41% 58
2019
Q1 		$3.26M Buy
22,830
+376
+2% +$50.6K 0.41% 68
2018
Q4 		$2.69M Sell
22,454
-56,934
-72% -$7.31M 0.37% 76
2018
Q3 		$11.3M Sell
79,388
-19,127
-19% -$2.68M 1.26% 13
2018
Q2 		$13.3M Buy
98,515
+2,957
+3% +$393K 1.61% 8
2018
Q1 		$12.4M Buy
95,558
+2,535
+3% +$333K 1.61% 10
2017
Q4 		$11.9M Buy
+93,023
New +$11.7M 1.62% 10

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $666B AUM 30.12% 1-Year Est. Return
TI
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Advocates Investment Management's VOT Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2025, closing a stake of 1,363 shares — an estimated $388K sold.

Financial Advocates Investment Management first reported a position in VOT in Q4 2017 and held it in 31 quarters. The position peaked at $13.3M in Q2 2018. 1,018 funds tracked by Wall St. Rank hold VOT as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,363 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2025, an estimated $388K.
  • Financial Advocates Investment Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $13.3M in Q2 2018.
  • 1,018 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.