Garrison Point Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Garrison Point 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 Q3	–	Sell	-725	Closed	-$206K	–	174
2025 Q2	$206K	Sell	725 -130	-15%	-$33.5K	0.09%	164
2025 Q1	$209K	Hold	855	–	–	0.1%	158
2024 Q4	$217K	Sell	855 -5	-0.6%	-$1.29K	0.1%	154
2024 Q3	$209K	Buy	+860	New	+$200K	0.13%	140
2024 Q2	–	Sell	-860	Closed	-$203K	–	150
2024 Q1	$203K	Buy	+860	New	+$193K	0.13%	147
2022 Q2	–	Sell	-1,060	Closed	-$236K	–	154
2022 Q1	$236K	Hold	1,060	–	–	0.17%	140
2021 Q4	$270K	Sell	1,060 -20	-2%	-$5.04K	0.18%	128
2021 Q3	$255K	Hold	1,080	–	–	0.19%	128
2021 Q2	$255K	Hold	1,080	–	–	0.18%	129
2021 Q1	$232K	Hold	1,080	–	–	0.18%	131
2020 Q4	$229K	Buy	+1,080	New	+$213K	0.18%	129

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

Garrison Point Advisors's VOT Position: Q3 2025 in Review

Garrison Point Advisors sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q3 2025, closing a stake of 725 shares — an estimated $206K sold.

Garrison Point Advisors first reported a position in VOT in Q4 2020 and held it in 11 quarters. The position peaked at $270K in Q4 2021. 1,017 funds tracked by Wall St. Rank hold VOT as of Q3 2025.

Garrison Point Advisors reported no remaining Vanguard Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Garrison Point Advisors sold 725 Vanguard Mid-Cap Growth ETF shares in Q3 2025, an estimated $206K.
Garrison Point Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2020 and held it in 11 quarters.
Garrison Point Advisors's Vanguard Mid-Cap Growth ETF position peaked at $270K in Q4 2021.
1,017 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2025.

Based on Garrison Point Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.