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Gries Financial’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Gries Financial’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 		$216K Hold
735
– – 0.03% 302
2025
Q2 		$209K Buy
+735
New +$190K 0.04% 278

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gries Financial's VOT Position: Q3 2025 in Review

Gries Financial held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2025 at 735 shares worth $216K. The position accounts for 0.03% of the portfolio, ranked #302.

Gries Financial first reported a position in VOT in Q2 2025 and has held it in 2 quarters since. 1,021 funds tracked by Wall St. Rank hold VOT as of Q3 2025.

  • Gries Financial held 735 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $216K as of Q3 2025.
  • Gries Financial left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2025.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of Gries Financial's portfolio in Q3 2025, its #302 holding.
  • Gries Financial first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2025 and has held it in 2 quarters since.
  • 1,021 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.