FSA Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

FSA Wealth 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	$436K	Sell	2,496 -6	-0.2%	-$1.73K	0.16%	30
2025 Q2	$411K	Hold	2,502	–	–	0.16%	31
2025 Q1	$402K	Buy	2,502 +2,019	+418%	+$525K	0.17%	31
2024 Q4	$123K	Sell	483 -14	-3%	-$3.6K	0.05%	75
2024 Q3	$121K	Buy	+497	New	+$116K	0.05%	78
2024 Q1	$122K	Buy	516 +47	+10%	+$10.5K	0.05%	78
2023 Q4	$103K	Buy	+469	New	+$93.8K	0.05%	81
2022 Q4	–	Sell	-4,227	Closed	-$721K	–	58
2022 Q3	$721K	Buy	+4,227	New	+$800K	0.5%	21

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FSA Wealth Management's VOT Position: Q3 2025 in Review

FSA Wealth Management reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.24% in Q3 2025, selling an estimated $1.73K and leaving 2,496 shares worth $436K. The position accounts for 0.16% of the portfolio, ranked #30.

FSA Wealth Management first reported a position in VOT in Q3 2022 and has held it in 8 quarters since. The position peaked at $721K in Q3 2022. 1,017 funds tracked by Wall St. Rank hold VOT as of Q3 2025.

FSA Wealth Management held 2,496 shares of Vanguard Mid-Cap Growth ETF worth $436K as of Q3 2025.
FSA Wealth Management sold 6 Vanguard Mid-Cap Growth ETF shares in Q3 2025, an estimated $1.73K.
Vanguard Mid-Cap Growth ETF made up 0.16% of FSA Wealth Management's portfolio in Q3 2025, its #30 holding.
FSA Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2022 and has held it in 8 quarters since.
FSA Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $721K in Q3 2022.
1,017 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.