Harel Insurance Investments & Financial Services’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Harel Insurance Investments & Financial Services’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	-1,615	Closed	-$473K	–	489
2025 Q3	$473K	Hold	1,615	–	–	﹤0.01%	236
2025 Q2	$459K	Hold	1,615	–	–	0.01%	231
2025 Q1	$395K	Buy	+1,615	New	+$420K	0.01%	229

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Harel Insurance Investments & Financial Services's VOT Position: Q4 2025 in Review

Harel Insurance Investments & Financial Services sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2025, closing a stake of 1,615 shares — an estimated $473K sold.

Harel Insurance Investments & Financial Services first reported a position in VOT in Q1 2025 and held it in 3 quarters. The position peaked at $473K in Q3 2025. 1,077 funds tracked by Wall St. Rank hold VOT as of Q4 2025.

Harel Insurance Investments & Financial Services reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 1,615 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2025, an estimated $473K.
Harel Insurance Investments & Financial Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2025 and held it in 3 quarters.
Harel Insurance Investments & Financial Services's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $473K in Q3 2025.
1,077 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2025.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2025, filed 3 Feb 2026.