Kovitz Investment Group Partners
VOT icon

Kovitz Investment Group Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Kovitz Investment Group Partners’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
-5,424
Closed -$1.59M – 1305
2025
Q3 		$1.59M Sell
5,424
-230
-4% -$66.4K 0.01% 721
2025
Q2 		$1.61M Sell
5,654
-645
-10% -$166K 0.01% 692
2025
Q1 		$1.54M Sell
6,299
-458
-7% -$119K 0.01% 630
2024
Q4 		$1.71M Buy
6,757
+1,314
+24% +$338K 0.01% 603
2024
Q3 		$1.33M Buy
5,443
+1,179
+28% +$275K 0.01% 563
2024
Q2 		$979K Sell
4,264
-3,302
-44% -$757K 0.01% 540
2024
Q1 		$1.78M Sell
7,566
-4,260
-36% -$954K 0.02% 313
2023
Q4 		$2.6M Sell
11,826
-2,335
-16% -$467K 0.04% 217
2023
Q3 		$2.76M Sell
14,161
-721
-5% -$147K 0.05% 203
2023
Q2 		$3.06M Sell
14,882
-3,187
-18% -$618K 0.04% 205
2023
Q1 		$3.52M Sell
18,069
-5,175
-22% -$991K 0.06% 190
2022
Q4 		$4.18M Buy
23,244
+1,742
+8% +$316K 0.08% 180
2022
Q3 		$3.67M Buy
21,502
+15,840
+280% +$3M 0.08% 177
2022
Q2 		$993K Buy
+5,662
New +$1.1M 0.02% 287

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
UBS Group
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

Kovitz Investment Group Partners's VOT Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2025, closing a stake of 5,424 shares — an estimated $1.59M sold.

Kovitz Investment Group Partners first reported a position in VOT in Q2 2022 and held it in 14 quarters. The position peaked at $4.18M in Q4 2022. 1,078 funds tracked by Wall St. Rank hold VOT as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 5,424 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2025, an estimated $1.59M.
  • Kovitz Investment Group Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2022 and held it in 14 quarters.
  • Kovitz Investment Group Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $4.18M in Q4 2022.
  • 1,078 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.