NewSquare Capital’s Vanguard Morningstar 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 New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

NewSquare Capital's VOT Position: Q4 2025 in Review

NewSquare Capital sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2025, closing a stake of 725 shares — an estimated $213K sold.

NewSquare Capital first reported a position in VOT in Q3 2014 and held it in 13 quarters. The position peaked at $213K in Q3 2025. 1,078 funds tracked by Wall St. Rank hold VOT as of Q4 2025.

NewSquare Capital reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
NewSquare Capital sold 725 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2025, an estimated $213K.
NewSquare Capital first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2014 and held it in 13 quarters.
NewSquare Capital's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $213K in Q3 2025.
1,078 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2025.

Based on NewSquare Capital's 13F filing for Q4 2025, filed 17 Feb 2026.