Householder Group Estate & Retirement Specialist’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-691	Closed	-$168K	–	1209
2024 Q3	$168K	Hold	691	–	–	0.05%	275
2024 Q2	$158K	Sell	691 -21	-3%	-$4.82K	0.04%	276
2024 Q1	$168K	Buy	712 +21	+3%	+$4.71K	0.05%	263
2023 Q4	$151K	Buy	691 +6	+0.9%	+$1.2K	0.05%	276
2023 Q3	$133K	Buy	+685	New	+$140K	0.05%	268
2023 Q1	$134K	Buy	+685	New	+$131K	0.05%	243
2022 Q4	–	Sell	-683	Closed	-$116K	–	1134
2022 Q3	$116K	Buy	+683	New	+$129K	0.05%	244

Other funds holding VOT

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Householder Group Estate & Retirement Specialist's VOT Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2024, closing a stake of 691 shares — an estimated $168K sold.

Householder Group Estate & Retirement Specialist first reported a position in VOT in Q3 2022 and held it in 7 quarters. The position peaked at $168K in Q3 2024. 977 funds tracked by Wall St. Rank hold VOT as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 691 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2024, an estimated $168K.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $168K in Q3 2024.
977 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.