Mission Creek Capital Partners’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Mission Creek Capital Partners’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	-1,377	Closed	-$350K	–	232
2024 Q4	$350K	Sell	1,377 -67	-5%	-$17.2K	0.08%	175
2024 Q3	$352K	Sell	1,444 -15	-1%	-$3.49K	0.08%	175
2024 Q2	$335K	Sell	1,459 -172	-11%	-$39.4K	0.08%	165
2024 Q1	$385K	Buy	1,631 +3	+0.2%	+$672	0.1%	179
2023 Q4	$357K	Buy	1,628 +4	+0.2%	+$800	0.09%	175
2023 Q3	$316K	Buy	1,624 +3	+0.2%	+$612	0.11%	174
2023 Q2	$334K	Buy	1,621 +2	+0.1%	+$388	0.11%	180
2023 Q1	$315K	Buy	1,619 +3	+0.2%	+$574	0.11%	179
2022 Q4	$290K	Buy	+1,616	New	+$293K	0.1%	187

Other funds holding VOT

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $501B 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return