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

Freedom 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
2026
Q1 		$283K Sell
1,099
-331
-23% -$90.8K 0.08% 82
2025
Q4 		$399K Sell
1,430
-1,109
-44% -$317K 0.12% 63
2025
Q3 		$746K Sell
2,539
-1,350
-35% -$389K 0.2% 59
2025
Q2 		$1.11M Buy
3,889
+147
+4% +$37.9K 0.09% 218
2025
Q1 		$915K Buy
3,742
+641
+21% +$167K 0.08% 263
2024
Q4 		$787K Buy
3,101
+240
+8% +$61.8K 0.07% 302
2024
Q3 		$697K Buy
2,861
+123
+4% +$28.6K 0.06% 333
2024
Q2 		$629K Buy
2,738
+54
+2% +$12.4K 0.05% 357
2024
Q1 		$633K Buy
2,684
+105
+4% +$23.5K 0.05% 380
2023
Q4 		$566K Buy
+2,579
New +$516K 0.05% 400
2018
Q1 		– Sell
-15,108
Closed -$1.93M – 1216
2017
Q4 		$1.93M Sell
15,108
-1,891
-11% -$237K 0.1% 163
2017
Q3 		$2.07M Buy
16,999
+1,181
+7% +$141K 0.11% 135
2017
Q2 		$1.86M Sell
15,818
-1,167
-7% -$136K 0.11% 138
2017
Q1 		$1.92M Sell
16,985
-96
-0.6% -$10.7K 0.11% 130
2016
Q4 		$1.8M Sell
17,081
-465
-3% -$48.8K 0.11% 114
2016
Q3 		$1.87M Sell
17,546
-2,624
-13% -$278K 0.12% 102
2016
Q2 		$2.06M Buy
20,170
+3,507
+21% +$354K 0.14% 80
2016
Q1 		$1.67M Sell
16,663
-1,452
-8% -$135K 0.12% 107
2015
Q4 		$1.81M Buy
18,115
+2,174
+14% +$220K 0.14% 100
2015
Q3 		$1.55M Buy
15,941
+565
+4% +$59K 0.16% 93
2015
Q2 		$1.64M Buy
15,376
+540
+4% +$58.5K 0.17% 86
2015
Q1 		$1.6M Buy
14,836
+718
+5% +$74.8K 0.18% 80
2014
Q4 		$1.44M Buy
14,118
+101
+0.7% +$9.99K 0.19% 82
2014
Q3 		$1.35M Buy
14,017
+416
+3% +$40.3K 0.24% 69
2014
Q2 		$1.31M Sell
13,601
-621
-4% -$57.4K 0.22% 63
2014
Q1 		$1.32M Sell
14,222
-681
-5% -$62.3K 0.28% 48
2013
Q4 		$1.34M Sell
14,903
-359
-2% -$31.3K 0.33% 44
2013
Q3 		$1.3M Buy
15,262
+1,135
+8% +$94K 0.37% 45
2013
Q2 		$1.1M Buy
+14,127
New +$1.1M 0.38% 48

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $11.8B AUM 9.48% 1-Year Est. Return

Freedom Investment Management's VOT Position: Q1 2026 in Review

Freedom Investment Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 23% in Q1 2026, selling an estimated $90.8K and leaving 1,099 shares worth $283K. The position accounts for 0.08% of the portfolio, ranked #82.

Freedom Investment Management first reported a position in VOT in Q2 2013 and has held it in 29 quarters since. The position peaked at $2.07M in Q3 2017. 1,054 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Freedom Investment Management held 1,099 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $283K as of Q1 2026.
  • Freedom Investment Management sold 331 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $90.8K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.08% of Freedom Investment Management's portfolio in Q1 2026, its #82 holding.
  • Freedom Investment Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2013 and has held it in 29 quarters since.
  • Freedom Investment Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.07M in Q3 2017.
  • 1,054 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.