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

Hopwood 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	-5	Closed	-$1.47K	–	293
2025 Q3	$1.47K	Hold	5	–	–	﹤0.01%	301
2025 Q2	$1.42K	Hold	5	–	–	﹤0.01%	286
2025 Q1	$1.22K	Hold	5	–	–	﹤0.01%	290
2024 Q4	$1.27K	Buy	+5	New	+$1.29K	﹤0.01%	303

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

Hopwood Financial Services's VOT Position: Q4 2025 in Review

Hopwood Financial Services sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2025, closing a stake of 5 shares — an estimated $1.47K sold.

Hopwood Financial Services first reported a position in VOT in Q4 2024 and held it in 4 quarters. The position peaked at $1.47K in Q3 2025. 1,078 funds tracked by Wall St. Rank hold VOT as of Q4 2025.

Hopwood Financial Services reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Hopwood Financial Services sold 5 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2025, an estimated $1.47K.
Hopwood Financial Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and held it in 4 quarters.
Hopwood Financial Services's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.47K in Q3 2025.
1,078 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.