Legend Financial Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Legend Financial Advisors’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 Q3	–	Sell	-66	Closed	-$18.8K	–	159
2025 Q2	$18.8K	Buy	+66	New	+$17K	0.01%	88
2025 Q1	–	Sell	-66	Closed	-$16.7K	–	244
2024 Q4	$16.7K	Hold	66	–	–	0.01%	93
2024 Q3	$16.1K	Hold	66	–	–	0.01%	83
2024 Q2	$15.2K	Hold	66	–	–	0.01%	122
2024 Q1	$15.6K	Hold	66	–	–	0.01%	108
2023 Q4	$14.5K	Hold	66	–	–	0.01%	104
2023 Q3	$12.9K	Hold	66	–	–	0.01%	123
2023 Q2	$13.6K	Sell	66 -31	-32%	-$6.01K	0.01%	127
2023 Q1	$18.9K	Hold	97	–	–	0.02%	106
2022 Q4	$17.4K	Hold	97	–	–	0.02%	121
2022 Q3	$16.5K	Buy	+97	New	+$18.4K	0.02%	105

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Legend Financial Advisors's VOT Position: Q3 2025 in Review

Legend Financial Advisors sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2025, closing a stake of 66 shares — an estimated $18.8K sold.

Legend Financial Advisors first reported a position in VOT in Q3 2022 and held it in 11 quarters. The position peaked at $18.9K in Q1 2023. 1,020 funds tracked by Wall St. Rank hold VOT as of Q3 2025.

Legend Financial Advisors reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Legend Financial Advisors sold 66 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2025, an estimated $18.8K.
Legend Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2022 and held it in 11 quarters.
Legend Financial Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $18.9K in Q1 2023.
1,020 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.