Lane & Associates’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Lane & Associates’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	$556K	Sell	2,273 -99	-4%	-$25.7K	0.3%	58
2024 Q4	$641K	Buy	2,372 +57	+2%	+$14.7K	0.33%	53
2024 Q3	$564K	Sell	2,315 -627	-21%	-$146K	0.31%	63
2024 Q2	$675K	Sell	2,942 -1,727	-37%	-$396K	0.4%	50
2024 Q1	$1.1M	Sell	4,669 -519	-10%	-$116K	0.69%	33
2023 Q4	$1.14M	Sell	5,188 -739	-12%	-$148K	0.83%	31
2023 Q3	$1.15M	Sell	5,927 -1,332	-18%	-$272K	0.93%	27
2023 Q2	$1.49M	Sell	7,259 -1,074	-13%	-$208K	1.19%	22
2023 Q1	$1.62M	Sell	8,333 -568	-6%	-$109K	1.45%	15
2022 Q4	$1.6M	Buy	+8,901	New	+$1.61M	1.52%	15

Other funds holding VOT

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lane & Associates's VOT Position: Q1 2025 in Review

Lane & Associates reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 4.2% in Q1 2025, selling an estimated $25.7K and leaving 2,273 shares worth $556K. The position accounts for 0.3% of the portfolio, ranked #58.

Lane & Associates first reported a position in VOT in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.62M in Q1 2023. 976 funds tracked by Wall St. Rank hold VOT as of Q1 2025.

Lane & Associates held 2,273 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $556K as of Q1 2025.
Lane & Associates sold 99 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2025, an estimated $25.7K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.3% of Lane & Associates's portfolio in Q1 2025, its #58 holding.
Lane & Associates first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 10 quarters since.
Lane & Associates's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.62M in Q1 2023.
976 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.