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Keener Financial Planning’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Keener Financial Planning’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
-3
Closed – – 214
2025
Q3 		$0 Hold
3
– – ﹤0.01% 236
2025
Q2 		$0 Hold
3
– – ﹤0.01% 220
2025
Q1 		$0 Hold
3
– – ﹤0.01% 202
2024
Q4 		$0 Buy
+3
New +$772 ﹤0.01% 197

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Keener Financial Planning's VOT Position: Q4 2025 in Review

Keener Financial Planning sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2025, closing a stake of 3 shares.

Keener Financial Planning first reported a position in VOT in Q4 2024 and held it in 4 quarters. The position peaked at $0 in Q3 2025. 1,075 funds tracked by Wall St. Rank hold VOT as of Q4 2025.

  • Keener Financial Planning reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 3 Vanguard Mid-Cap Growth ETF shares in Q4 2025.
  • Keener Financial Planning first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2024 and held it in 4 quarters.
  • Keener Financial Planning's Vanguard Mid-Cap Growth ETF position peaked at $0 in Q3 2025.
  • 1,075 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.