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MPWM Advisory Solutions’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

MPWM Advisory Solutions’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
-11
Closed -$3.23K – 561
2025
Q3 		$3.23K Hold
11
– – ﹤0.01% 388
2025
Q2 		$3.13K Buy
+11
New +$2.84K ﹤0.01% 401

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

MPWM Advisory Solutions's VOT Position: Q4 2025 in Review

MPWM Advisory Solutions sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2025, closing a stake of 11 shares — an estimated $3.23K sold.

MPWM Advisory Solutions first reported a position in VOT in Q2 2025 and held it in 2 quarters. The position peaked at $3.23K in Q3 2025. 1,078 funds tracked by Wall St. Rank hold VOT as of Q4 2025.

  • MPWM Advisory Solutions reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 11 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2025, an estimated $3.23K.
  • MPWM Advisory Solutions first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2025 and held it in 2 quarters.
  • MPWM Advisory Solutions's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $3.23K in Q3 2025.
  • 1,078 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2025.

Based on MPWM Advisory Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.