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Marcum Wealth’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Marcum Wealth’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
Q1 		$1.85M Sell
7,546
-51
-0.7% -$13.3K 0.16% 70
2024
Q4 		$1.93M Buy
7,597
+1,301
+21% +$335K 0.17% 64
2024
Q3 		$1.53M Hold
6,296
– – 0.14% 77
2024
Q2 		$1.45M Hold
6,296
– – 0.14% 78
2024
Q1 		$1.48M Hold
6,296
– – 0.15% 73
2023
Q4 		$1.38M Sell
6,296
-546
-8% -$109K 0.15% 74
2023
Q3 		$1.33M Buy
6,842
+415
+6% +$84.7K 0.16% 71
2023
Q2 		$1.32M Sell
6,427
-429
-6% -$83.1K 0.16% 73
2023
Q1 		$1.34M Sell
6,856
-106
-2% -$20.3K 0.17% 70
2022
Q4 		$1.25M Sell
6,962
-2,187
-24% -$396K 0.17% 67
2022
Q3 		$1.56M Buy
9,149
+970
+12% +$184K 0.24% 50
2022
Q2 		$1.44M Sell
8,179
-198
-2% -$38.3K 0.21% 59
2022
Q1 		$1.87M Sell
8,377
-349
-4% -$77K 0.26% 48
2021
Q4 		$2.22M Sell
8,726
-819
-9% -$206K 0.31% 37
2021
Q3 		$2.25M Sell
9,545
-726
-7% -$176K 0.35% 32
2021
Q2 		$2.43M Sell
10,271
-1,833
-15% -$411K 0.39% 29
2021
Q1 		$2.6M Sell
12,104
-1,159
-9% -$251K 0.43% 27
2020
Q4 		$2.81M Sell
13,263
-3,074
-19% -$605K 0.66% 18
2020
Q3 		$2.94M Sell
16,337
-244
-1% -$43K 0.9% 17
2020
Q2 		$2.74M Buy
+16,581
New +$2.51M 0.84% 20

Other funds holding VOT

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marcum Wealth's VOT Position: Q1 2025 in Review

Marcum Wealth reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.67% in Q1 2025, selling an estimated $13.3K and leaving 7,546 shares worth $1.85M. The position accounts for 0.16% of the portfolio, ranked #70.

Marcum Wealth first reported a position in VOT in Q2 2020 and has held it in 20 quarters since. The position peaked at $2.94M in Q3 2020. 976 funds tracked by Wall St. Rank hold VOT as of Q1 2025.

  • Marcum Wealth held 7,546 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.85M as of Q1 2025.
  • Marcum Wealth sold 51 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2025, an estimated $13.3K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.16% of Marcum Wealth's portfolio in Q1 2025, its #70 holding.
  • Marcum Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2020 and has held it in 20 quarters since.
  • Marcum Wealth's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.94M in Q3 2020.
  • 976 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.