Israel Englander’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Israel Englander’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 Q1	–	Sell	-1,282	Closed	-$325K	–	6442
2024 Q4	$325K	Buy	+1,282	New	+$330K	﹤0.01%	5028
2022 Q3	–	Sell	-2,907	Closed	-$510K	–	7540
2022 Q2	$510K	Buy	2,907 +337	+13%	+$65.2K	﹤0.01%	4936
2022 Q1	$573K	Buy	2,570 +864	+51%	+$191K	﹤0.01%	5022
2021 Q4	$434K	Buy	+1,706	New	+$430K	﹤0.01%	5185
2021 Q2	–	Sell	-1,314	Closed	-$282K	–	7156
2021 Q1	$282K	Sell	1,314 -2,153	-62%	-$467K	﹤0.01%	5255
2020 Q4	$735K	Buy	+3,467	New	+$683K	﹤0.01%	3933
2018 Q1	–	Sell	-1,920	Closed	-$245K	–	4114
2017 Q4	$245K	Buy	+1,920	New	+$241K	﹤0.01%	3437

Other funds holding VOT

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

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

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

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Israel Englander's VOT Position: Q1 2025 in Review

Israel Englander sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2025, closing a stake of 1,282 shares — an estimated $325K sold.

Israel Englander first reported a position in VOT in Q4 2017 and held it in 7 quarters. The position peaked at $735K in Q4 2020. 977 funds tracked by Wall St. Rank hold VOT as of Q1 2025.

Israel Englander reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Israel Englander sold 1,282 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2025, an estimated $325K.
Israel Englander first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2017 and held it in 7 quarters.
Israel Englander's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $735K in Q4 2020.
977 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2025.

Based on Millennium Management's 13F filing for Q1 2025, filed 15 May 2025.