NC
VOT icon

NewSquare Capital’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

NewSquare Capital’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
-725
Closed -$213K – 195
2025
Q3 		$213K Hold
725
– – 0.01% 182
2025
Q2 		$206K Sell
725
-12
-2% -$3.09K 0.02% 180
2025
Q1 		$180K Hold
737
– – 0.01% 177
2024
Q4 		$187K Buy
737
+725
+6,042% +$187K 0.02% 164
2024
Q3 		$2.92K Sell
12
-78
-87% -$18.2K ﹤0.01% 267
2024
Q2 		$20.7K Sell
90
-725
-89% -$166K ﹤0.01% 192
2024
Q1 		$192K Buy
815
+725
+806% +$162K 0.02% 154
2023
Q4 		$19.8K Hold
90
– – ﹤0.01% 228
2023
Q3 		$17.5K Hold
90
– – ﹤0.01% 259
2023
Q2 		$18.5K Hold
90
– – ﹤0.01% 260
2023
Q1 		$17.5K Buy
90
+32
+55% +$6.13K ﹤0.01% 284
2022
Q4 		$10.4K Buy
+58
New +$10.5K ﹤0.01% 286
2014
Q4 		– Sell
-19
Closed -$2K – 344
2014
Q3 		$2K Buy
+19
New +$1.84K ﹤0.01% 300

Other funds holding VOT

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return