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Legacy Capital Wealth Partners’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Legacy Capital Wealth 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
2026
Q1 		$556K Sell
2,159
-723
-25% -$198K 0.11% 190
2025
Q4 		$804K Hold
2,882
– – 0.17% 125
2025
Q3 		$847K Buy
2,882
+799
+38% +$231K 0.18% 113
2025
Q2 		$592K Hold
2,083
– – 0.13% 162
2025
Q1 		$510K Buy
2,083
+36
+2% +$9.36K 0.13% 179
2024
Q4 		$519K Hold
2,047
– – 0.13% 171
2024
Q3 		$498K Hold
2,047
– – 0.1% 199
2024
Q2 		$470K Buy
+2,047
New +$469K 0.12% 172
2024
Q1 		– Sell
-3,227
Closed -$709K – 343
2023
Q4 		$709K Hold
3,227
– – 0.2% 106
2023
Q3 		$629K Buy
+3,227
New +$659K 0.17% 122

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return