Nordwand Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Nordwand 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 Q3	–	Sell	-230	Closed	-$65.4K	–	185
2025 Q2	$65.4K	Hold	230	–	–	0.01%	159
2025 Q1	$56.3K	Hold	230	–	–	0.02%	43
2024 Q4	$58.4K	Hold	230	–	–	0.02%	47
2024 Q3	$56K	Hold	230	–	–	0.02%	47
2024 Q2	$52.8K	Hold	230	–	–	0.02%	67
2024 Q1	$54.2K	Buy	+230	New	+$51.5K	0.02%	70

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Nordwand Advisors's VOT Position: Q3 2025 in Review

Nordwand Advisors sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2025, closing a stake of 230 shares — an estimated $65.4K sold.

Nordwand Advisors first reported a position in VOT in Q1 2024 and held it in 6 quarters. The position peaked at $65.4K in Q2 2025. 1,020 funds tracked by Wall St. Rank hold VOT as of Q3 2025.

Nordwand Advisors reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Nordwand Advisors sold 230 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2025, an estimated $65.4K.
Nordwand Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2024 and held it in 6 quarters.
Nordwand Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $65.4K in Q2 2025.
1,020 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2025.

Based on Nordwand Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.