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

GeoWealth 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 Q2	–	Sell	-10	Closed	-$2.45K	–	1293
2025 Q1	$2.45K	Hold	10	–	–	﹤0.01%	1025
2024 Q4	$2.54K	Buy	+10	New	+$2.57K	﹤0.01%	1629
2022 Q2	–	Sell	-684	Closed	-$153K	–	404
2022 Q1	$153K	Sell	684 -1	-0.1%	-$221	0.01%	306
2021 Q4	$175K	Buy	+685	New	+$173K	0.01%	276
2021 Q1	–	Sell	-533	Closed	-$113K	–	244
2020 Q4	$113K	Hold	533	–	–	0.02%	194
2020 Q3	$96K	Buy	+533	New	+$94K	0.03%	154

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

GeoWealth Management's VOT Position: Q2 2025 in Review

GeoWealth Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q2 2025, closing a stake of 10 shares — an estimated $2.45K sold.

GeoWealth Management first reported a position in VOT in Q3 2020 and held it in 6 quarters. The position peaked at $175K in Q4 2021. 1,010 funds tracked by Wall St. Rank hold VOT as of Q2 2025.

GeoWealth Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
GeoWealth Management sold 10 Vanguard Mid-Cap Growth ETF shares in Q2 2025, an estimated $2.45K.
GeoWealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2020 and held it in 6 quarters.
GeoWealth Management's Vanguard Mid-Cap Growth ETF position peaked at $175K in Q4 2021.
1,010 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2025.

Based on GeoWealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.