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

McClarren 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
Q2 		– Sell
-1,345
Closed -$170K – 293
2025
Q1 		$170K Buy
+1,345
New +$350K 0.11% 76
2024
Q4 		– Sell
-1,339
Closed -$10K – 314
2024
Q3 		$10K Buy
1,339
+651
+95% +$152K ﹤0.01% 188
2024
Q2 		$149K Buy
688
+38
+6% +$8.71K 0.1% 84
2024
Q1 		$154K Buy
650
+2
+0.3% +$448 0.11% 82
2023
Q4 		$142K Buy
648
+2
+0.3% +$400 0.11% 87
2023
Q3 		$125K Sell
646
-18
-3% -$3.67K 0.11% 89
2023
Q2 		$136K Buy
664
+2
+0.3% +$388 0.11% 86
2023
Q1 		$127K Hold
662
– – 0.12% 86
2022
Q4 		$119K Buy
662
+2
+0.3% +$362 0.11% 92
2022
Q3 		$112K Buy
+660
New +$125K 0.11% 85
2022
Q2 		– Sell
-658
Closed -$146K – 276
2022
Q1 		$146K Sell
658
-2
-0.3% -$441 0.11% 71
2021
Q4 		$168K Buy
660
+4
+0.6% +$1.01K 0.11% 71
2021
Q3 		$155K Buy
656
+637
+3,353% +$154K 0.12% 64
2021
Q2 		$4K Hold
19
– – ﹤0.01% 260
2021
Q1 		$4K Hold
19
– – ﹤0.01% 225
2020
Q4 		$4K Buy
+19
New +$3.74K ﹤0.01% 192

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

McClarren Financial Advisors's VOT Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2025, closing a stake of 1,345 shares — an estimated $170K sold.

McClarren Financial Advisors first reported a position in VOT in Q4 2020 and held it in 16 quarters. The position peaked at $170K in Q1 2025. 1,014 funds tracked by Wall St. Rank hold VOT as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 1,345 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2025, an estimated $170K.
  • McClarren Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and held it in 16 quarters.
  • McClarren Financial Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $170K in Q1 2025.
  • 1,014 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.