Global Financial Private Client’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Global Financial Private Client’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	-98	Closed	-$24K	–	1556
2025 Q1	$24K	Hold	98	–	–	0.01%	423
2024 Q4	$24.9K	Hold	98	–	–	0.01%	394
2024 Q3	$23.9K	Hold	98	–	–	0.01%	403
2024 Q2	$22.5K	Hold	98	–	–	0.01%	374
2024 Q1	$23K	Hold	98	–	–	0.01%	386
2023 Q4	$21.5K	Hold	98	–	–	0.01%	388
2023 Q3	$18.9K	Hold	98	–	–	0.01%	376
2023 Q2	$20.2K	Buy	+98	New	+$19K	0.01%	375

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Global Financial Private Client's VOT Position: Q2 2025 in Review

Global Financial Private Client sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2025, closing a stake of 98 shares — an estimated $24K sold.

Global Financial Private Client first reported a position in VOT in Q2 2023 and held it in 8 quarters. The position peaked at $24.9K in Q4 2024. 1,013 funds tracked by Wall St. Rank hold VOT as of Q2 2025.

Global Financial Private Client reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 98 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2025, an estimated $24K.
Global Financial Private Client first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2023 and held it in 8 quarters.
Global Financial Private Client's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $24.9K in Q4 2024.
1,013 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.