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Game Plan Financial Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Game Plan Financial Advisors’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
Q4 		– Sell
-7
Closed -$2.06K – 384
2025
Q3 		$2.06K Buy
+7
New +$2.02K ﹤0.01% 276

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Game Plan Financial Advisors's VOT Position: Q4 2025 in Review

Game Plan Financial Advisors sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2025, closing a stake of 7 shares — an estimated $2.06K sold.

Game Plan Financial Advisors first reported a position in VOT in Q3 2025 and held it in 1 quarter. The position peaked at $2.06K in Q3 2025. 1,077 funds tracked by Wall St. Rank hold VOT as of Q4 2025.

  • Game Plan Financial Advisors reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Game Plan Financial Advisors sold 7 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2025, an estimated $2.06K.
  • Game Plan Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2025 and held it in 1 quarter.
  • Game Plan Financial Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.06K in Q3 2025.
  • 1,077 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2025.

Based on Game Plan Financial Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.