Nicolet Advisory Services’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Nicolet Advisory Services’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	$1.28M	Sell	4,473 -205	-4%	-$58.7K	0.09%	116
2025 Q3	$1.38M	Sell	4,678 -4	-0.1%	-$1.15K	0.11%	101
2025 Q2	$1.34M	Sell	4,682 -140	-3%	-$36.1K	0.11%	95
2025 Q1	$1.11M	Sell	4,822 -451	-9%	-$117K	0.11%	96
2024 Q4	$1.35M	Sell	5,273 -117	-2%	-$30.1K	0.12%	88
2024 Q3	$1.3M	Sell	5,390 -164	-3%	-$38.2K	0.12%	87
2024 Q2	$1.29M	Sell	5,554 -18	-0.3%	-$4.13K	0.12%	82
2024 Q1	$1.3M	Sell	5,572 -38	-0.7%	-$8.51K	0.13%	82
2023 Q4	$1.19M	Sell	5,610 -1,662	-23%	-$332K	0.13%	83
2023 Q3	$1.39M	Buy	7,272 +123	+2%	+$25.1K	0.15%	75
2023 Q2	$1.45M	Buy	7,149 +467	+7%	+$90.5K	0.16%	72
2023 Q1	$1.27M	Sell	6,682 -2,128	-24%	-$407K	0.15%	77
2022 Q4	$1.65M	Buy	8,810 +2,132	+32%	+$386K	0.22%	53
2022 Q3	$1.15M	Buy	6,678 +1	+0%	+$189	0.19%	51
2022 Q2	$1.23M	Sell	6,677 -147	-2%	-$28.5K	0.18%	53
2022 Q1	$1.49M	Sell	6,824 -39	-0.6%	-$8.61K	0.19%	51
2021 Q4	$1.75M	Sell	6,863 -31	-0.4%	-$7.81K	0.21%	46
2021 Q3	$1.63M	Sell	6,894 -19	-0.3%	-$4.6K	0.21%	49
2021 Q2	$1.63M	Sell	6,913 -179	-3%	-$40.1K	0.21%	49
2021 Q1	$1.52M	Buy	7,092 +277	+4%	+$60.1K	0.21%	51
2020 Q4	$1.45M	Sell	6,815 -9	-0.1%	-$1.77K	0.2%	54
2020 Q3	$1.23M	Buy	6,824 +61	+0.9%	+$10.8K	0.19%	59
2020 Q2	$1.12M	Sell	6,763 -541	-7%	-$81.8K	0.17%	69
2020 Q1	$925K	Sell	7,304 -1,021	-12%	-$155K	0.16%	76
2019 Q4	$1.32M	Sell	8,325 -4	-0%	-$610	0.21%	54
2019 Q3	$1.23M	Sell	8,329 -45	-0.5%	-$6.74K	0.19%	51
2019 Q2	$1.25M	Buy	8,374 +100	+1%	+$14.6K	0.19%	45
2019 Q1	$1.18M	Buy	+8,274	New	+$1.11M	0.2%	46

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

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

Nicolet Advisory Services's VOT Position: Q4 2025 in Review

Nicolet Advisory Services reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 4.4% in Q4 2025, selling an estimated $58.7K and leaving 4,473 shares worth $1.28M. The position accounts for 0.09% of the portfolio, ranked #116.

Nicolet Advisory Services first reported a position in VOT in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.75M in Q4 2021. 1,075 funds tracked by Wall St. Rank hold VOT as of Q4 2025.

Nicolet Advisory Services held 4,473 shares of Vanguard Mid-Cap Growth ETF worth $1.28M as of Q4 2025.
Nicolet Advisory Services sold 205 Vanguard Mid-Cap Growth ETF shares in Q4 2025, an estimated $58.7K.
Vanguard Mid-Cap Growth ETF made up 0.09% of Nicolet Advisory Services's portfolio in Q4 2025, its #116 holding.
Nicolet Advisory Services first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2019 and has held it in 28 quarters since.
Nicolet Advisory Services's Vanguard Mid-Cap Growth ETF position peaked at $1.75M in Q4 2021.
1,075 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.