Meriwether Wealth & Planning’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Meriwether Wealth & Planning’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	-1,231	Closed	-$362K	–	134
2025 Q3	$362K	Hold	1,231	–	–	0.21%	77
2025 Q2	$350K	Hold	1,231	–	–	0.22%	78
2025 Q1	$301K	Hold	1,231	–	–	0.2%	86
2024 Q4	$312K	Buy	+1,231	New	+$317K	0.22%	83

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Meriwether Wealth & Planning's VOT Position: Q4 2025 in Review

Meriwether Wealth & Planning sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2025, closing a stake of 1,231 shares — an estimated $362K sold.

Meriwether Wealth & Planning first reported a position in VOT in Q4 2024 and held it in 4 quarters. The position peaked at $362K in Q3 2025. 1,075 funds tracked by Wall St. Rank hold VOT as of Q4 2025.

Meriwether Wealth & Planning reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Meriwether Wealth & Planning sold 1,231 Vanguard Mid-Cap Growth ETF shares in Q4 2025, an estimated $362K.
Meriwether Wealth & Planning first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2024 and held it in 4 quarters.
Meriwether Wealth & Planning's Vanguard Mid-Cap Growth ETF position peaked at $362K in Q3 2025.
1,075 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2025.

Based on Meriwether Wealth & Planning's 13F filing for Q4 2025, filed 14 Jan 2026.