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

Mascoma Wealth 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 Q1	–	Sell	-7	Closed	-$1.78K	–	541
2024 Q4	$1.78K	Buy	+7	New	+$1.8K	﹤0.01%	480
2023 Q4	–	Sell	-19	Closed	-$3.7K	–	507
2023 Q3	$3.7K	Hold	19	–	–	﹤0.01%	423
2023 Q2	$3.9K	Hold	19	–	–	﹤0.01%	412
2023 Q1	$3.62K	Hold	19	–	–	﹤0.01%	510
2022 Q4	$3.42K	Hold	19	–	–	﹤0.01%	531
2022 Q3	$3K	Hold	19	–	–	﹤0.01%	549
2022 Q2	$3K	Hold	19	–	–	﹤0.01%	559
2022 Q1	$4K	Sell	19 -173	-90%	-$38.2K	﹤0.01%	528
2021 Q4	$49K	Hold	192	–	–	0.02%	224
2021 Q3	$45K	Buy	+192	New	+$46.5K	0.02%	215
2021 Q2	–	Sell	-192	Closed	-$41K	–	419
2021 Q1	$41K	Buy	+192	New	+$41.6K	0.02%	230
2019 Q3	–	Sell	-312	Closed	-$47K	–	329
2019 Q2	$47K	Hold	312	–	–	0.03%	165
2019 Q1	$45K	Sell	312 -636	-67%	-$85.6K	0.03%	160
2018 Q4	$113K	Sell	948 -393	-29%	-$50.5K	0.09%	94
2018 Q3	$191K	Hold	1,341	–	–	0.13%	79
2018 Q2	$180K	Hold	1,341	–	–	0.13%	76
2018 Q1	$174K	Sell	1,341 -456	-25%	-$59.9K	0.11%	77
2017 Q4	$236K	Sell	1,797 -436	-20%	-$54.7K	0.15%	66
2017 Q3	$272K	Hold	2,233	–	–	0.18%	57
2017 Q2	$263K	Hold	2,233	–	–	0.18%	59
2017 Q1	$252K	Hold	2,233	–	–	0.18%	47
2016 Q4	$236K	Buy	+2,233	New	+$234K	0.17%	53

Other funds holding VOT

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

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mascoma Wealth Management's VOT Position: Q1 2025 in Review

Mascoma Wealth Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2025, closing a stake of 7 shares — an estimated $1.78K sold.

Mascoma Wealth Management first reported a position in VOT in Q4 2016 and held it in 22 quarters. The position peaked at $272K in Q3 2017. 979 funds tracked by Wall St. Rank hold VOT as of Q1 2025.

Mascoma Wealth Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Mascoma Wealth Management sold 7 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2025, an estimated $1.78K.
Mascoma Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2016 and held it in 22 quarters.
Mascoma Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $272K in Q3 2017.
979 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2025.

Based on Mascoma Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.