Nalls Sherbakoff Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Nalls Sherbakoff Group’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	$1.04M	Sell	3,734 -1,160	-24%	-$332K	0.75%	27
2025 Q3	$1.44M	Buy	4,894 +97	+2%	+$28K	0.97%	24
2025 Q2	$1.36M	Buy	4,797 +611	+15%	+$158K	0.99%	22
2025 Q1	$1.02M	Buy	+4,186	New	+$1.09M	0.83%	25
2023 Q4	$1.08M	Sell	4,904 -348	-7%	-$69.6K	0.96%	24
2023 Q3	$1.02M	Sell	5,252 -138	-3%	-$28.2K	1%	24
2023 Q2	$1.03M	Sell	5,390 -3	-0.1%	-$581	1.01%	24
2023 Q1	$1.03M	Buy	+5,393	New	+$1.03M	1.03%	23
2018 Q4	$1.1M	Buy	+9,162	New	+$1.18M	1.75%	11

Other funds holding VOT

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Nalls Sherbakoff Group's VOT Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 24% in Q4 2025, selling an estimated $332K and leaving 3,734 shares worth $1.04M. The position accounts for 0.75% of the portfolio, ranked #27.

Nalls Sherbakoff Group first reported a position in VOT in Q4 2018 and has held it in 9 quarters since. The position peaked at $1.44M in Q3 2025. 1,077 funds tracked by Wall St. Rank hold VOT as of Q4 2025.

Nalls Sherbakoff Group held 3,734 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.04M as of Q4 2025.
Nalls Sherbakoff Group sold 1,160 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2025, an estimated $332K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.75% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #27 holding.
Nalls Sherbakoff Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.44M in Q3 2025.
1,077 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.