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Legacy Investment Solutions’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Legacy Investment Solutions’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
Q2 		$12.2K Buy
+43
New +$11.1K 0.01% 291
2024
Q4 		$11.8K Sell
43
-109
-72% -$28.1K 0.01% 259
2024
Q3 		$39.9K Buy
+152
New +$35.4K 0.02% 134

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Legacy Investment Solutions's VOT Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Vanguard Mid-Cap Growth ETF (VOT) in Q2 2025: 43 shares worth $12.2K. The stake represents 0.01% of the portfolio and ranks #291 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in VOT as recently as Q4 2024.

Legacy Investment Solutions first reported a position in VOT in Q3 2024 and has held it in 3 quarters since. The position peaked at $39.9K in Q3 2024. 1,010 funds tracked by Wall St. Rank hold VOT as of Q2 2025.

  • Legacy Investment Solutions held 43 shares of Vanguard Mid-Cap Growth ETF worth $12.2K as of Q2 2025.
  • Vanguard Mid-Cap Growth ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Vanguard Mid-Cap Growth ETF made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #291 holding.
  • Legacy Investment Solutions first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Vanguard Mid-Cap Growth ETF position peaked at $39.9K in Q3 2024.
  • 1,010 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.