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New Wave Wealth Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

New Wave Wealth 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
Q1 		– Sell
-17
Closed -$4.31K – 660
2024
Q4 		$4.31K Buy
+17
New +$4.38K ﹤0.01% 456

Other funds holding VOT

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
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
Wells Fargo San Francisco, California $530B 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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
TI
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

New Wave Wealth Advisors's VOT Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2025, closing a stake of 17 shares — an estimated $4.31K sold.

New Wave Wealth Advisors first reported a position in VOT in Q4 2024 and held it in 1 quarter. The position peaked at $4.31K in Q4 2024. 975 funds tracked by Wall St. Rank hold VOT as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 17 Vanguard Mid-Cap Growth ETF shares in Q1 2025, an estimated $4.31K.
  • New Wave Wealth Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Vanguard Mid-Cap Growth ETF position peaked at $4.31K in Q4 2024.
  • 975 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.