LifeWealth Investments’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

LifeWealth Investments’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	-5,391	Closed	-$1.58M	–	170
2025 Q3	$1.58M	Buy	5,391 +166	+3%	+$47.9K	0.52%	50
2025 Q2	$1.49M	Buy	5,225 +1,197	+30%	+$309K	0.54%	46
2025 Q1	$985K	Buy	+4,028	New	+$1.05M	0.47%	53

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

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

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

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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

LifeWealth Investments's VOT Position: Q4 2025 in Review

LifeWealth Investments sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2025, closing a stake of 5,391 shares — an estimated $1.58M sold.

LifeWealth Investments first reported a position in VOT in Q1 2025 and held it in 3 quarters. The position peaked at $1.58M in Q3 2025. 1,078 funds tracked by Wall St. Rank hold VOT as of Q4 2025.

LifeWealth Investments reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
LifeWealth Investments sold 5,391 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2025, an estimated $1.58M.
LifeWealth Investments first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2025 and held it in 3 quarters.
LifeWealth Investments's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.58M in Q3 2025.
1,078 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2025.

Based on LifeWealth Investments's 13F filing for Q4 2025, filed 26 Jan 2026.