My Legacy Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

My Legacy 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	$2.25M	Sell	7,867 -1,671	-18%	-$431K	0.8%	33
2025 Q1	$2.33M	Sell	9,538 -579	-6%	-$151K	0.9%	30
2024 Q4	$2.65M	Buy	10,117 +807	+9%	+$208K	1.03%	22
2024 Q3	$2.27M	Buy	9,310 +2,765	+42%	+$644K	0.9%	27
2024 Q2	$1.5M	Buy	6,545 +3,265	+100%	+$749K	0.48%	50
2024 Q1	$773K	Buy	+3,280	New	+$735K	0.26%	110

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

My Legacy Advisors's VOT Position: Q2 2025 in Review

My Legacy Advisors reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 18% in Q2 2025, selling an estimated $431K and leaving 7,867 shares worth $2.25M. The position accounts for 0.8% of the portfolio, ranked #33.

My Legacy Advisors first reported a position in VOT in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.65M in Q4 2024. 1,010 funds tracked by Wall St. Rank hold VOT as of Q2 2025.

My Legacy Advisors held 7,867 shares of Vanguard Mid-Cap Growth ETF worth $2.25M as of Q2 2025.
My Legacy Advisors sold 1,671 Vanguard Mid-Cap Growth ETF shares in Q2 2025, an estimated $431K.
Vanguard Mid-Cap Growth ETF made up 0.8% of My Legacy Advisors's portfolio in Q2 2025, its #33 holding.
My Legacy Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2024 and has held it in 6 quarters since.
My Legacy Advisors's Vanguard Mid-Cap Growth ETF position peaked at $2.65M in Q4 2024.
1,010 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.