Logan Capital Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Logan Capital Management’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	–	Sell	-138	Closed	-$33.8K	–	571
2025 Q1	$33.8K	Sell	138 -155	-53%	-$40.3K	﹤0.01%	353
2024 Q4	$74.3K	Hold	293	–	–	﹤0.01%	321
2024 Q3	$71.3K	Hold	293	–	–	﹤0.01%	330
2024 Q2	$67.3K	Hold	293	–	–	﹤0.01%	325
2024 Q1	$69.1K	Hold	293	–	–	﹤0.01%	329
2023 Q4	$64.3K	Hold	293	–	–	﹤0.01%	340
2023 Q3	$57.1K	Hold	293	–	–	﹤0.01%	337
2023 Q2	$60.3K	Hold	293	–	–	﹤0.01%	330
2023 Q1	$57.1K	Sell	293 -3,820	-93%	-$731K	﹤0.01%	340
2022 Q4	$739K	Buy	4,113 +3,820	+1,304%	+$692K	0.04%	230
2022 Q3	$50K	Buy	+293	New	+$55.5K	﹤0.01%	346

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Logan Capital Management's VOT Position: Q2 2025 in Review

Logan Capital Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2025, closing a stake of 138 shares — an estimated $33.8K sold.

Logan Capital Management first reported a position in VOT in Q3 2022 and held it in 11 quarters. The position peaked at $739K in Q4 2022. 1,014 funds tracked by Wall St. Rank hold VOT as of Q2 2025.

Logan Capital Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
Logan Capital Management sold 138 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2025, an estimated $33.8K.
Logan Capital Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2022 and held it in 11 quarters.
Logan Capital Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $739K in Q4 2022.
1,014 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2025.

Based on Logan Capital Management's 13F filing for Q2 2025, filed 1 Aug 2025.