Northeast Financial Consultants’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Hold |
5,489
| – | – | 0.06% | 121 |
|
|
2025
Q1 | $1.34M | Hold |
5,489
| – | – | 0.06% | 129 |
|
|
2024
Q4 | $1.39M | Hold |
5,489
| – | – | 0.06% | 127 |
|
|
2024
Q3 | $1.34M | Buy |
5,489
+1
| +0% | +$233 | 0.06% | 137 |
|
|
2024
Q2 | $1.26M | Hold |
5,488
| – | – | 0.06% | 133 |
|
|
2024
Q1 | $1.29M | Hold |
5,488
| – | – | 0.06% | 130 |
|
|
2023
Q4 | $1.2M | Buy |
5,488
+1
| +0% | +$200 | 0.07% | 132 |
|
|
2023
Q3 | $1.07M | Hold |
5,487
| – | – | 0.07% | 135 |
|
|
2023
Q2 | $1.13M | Sell |
5,487
-1,098
| -17% | -$213K | 0.07% | 131 |
|
|
2023
Q1 | $1.28M | Hold |
6,585
| – | – | 0.08% | 122 |
|
|
2022
Q4 | $1.18M | Sell |
6,585
-24
| -0.4% | -$4.35K | 0.08% | 131 |
|
|
2022
Q3 | $1.13M | Buy |
6,609
+159
| +2% | +$30.1K | 0.08% | 126 |
|
|
2022
Q2 | $1.13M | Sell |
6,450
-78
| -1% | -$15.1K | 0.08% | 129 |
|
|
2022
Q1 | $1.46M | Sell |
6,528
-6
| -0.1% | -$1.32K | 0.08% | 128 |
|
|
2021
Q4 | $1.66M | Hold |
6,534
| – | – | 0.1% | 112 |
|
|
2021
Q3 | $1.54M | Hold |
6,534
| – | – | 0.1% | 117 |
|
|
2021
Q2 | $1.54M | Sell |
6,534
-460
| -7% | -$103K | 0.1% | 121 |
|
|
2021
Q1 | $1.5M | Sell |
6,994
-82
| -1% | -$17.8K | 0.11% | 107 |
|
|
2020
Q4 | $1.5M | Hold |
7,076
| – | – | 0.12% | 102 |
|
|
2020
Q3 | $1.27M | Sell |
7,076
-15
| -0.2% | -$2.65K | 0.12% | 107 |
|
|
2020
Q2 | $1.17M | Hold |
7,091
| – | – | 0.11% | 104 |
|
|
2020
Q1 | $898K | Hold |
7,091
| – | – | 0.1% | 126 |
|
|
2019
Q4 | $1.13M | Hold |
7,091
| – | – | 0.1% | 122 |
|
|
2019
Q3 | $1.05M | Hold |
7,091
| – | – | 0.11% | 129 |
|
|
2019
Q2 | $1.06M | Sell |
7,091
-10,092
| -59% | -$1.47M | 0.11% | 124 |
|
|
2019
Q1 | $1.85M | Buy |
+17,183
| New | +$2.31M | 0.21% | 75 |
|
|
2018
Q4 | – | Sell |
-3,740
| Closed | -$532K | – | 208 |
|
|
2018
Q3 | $532K | Hold |
3,740
| – | – | 0.15% | 84 |
|
|
2018
Q2 | $502K | Hold |
3,740
| – | – | 0.15% | 86 |
|
|
2018
Q1 | $484K | Hold |
3,740
| – | – | 0.16% | 90 |
|
|
2017
Q4 | $477K | Sell |
3,740
-460
| -11% | -$57.7K | 0.16% | 96 |
|
|
2017
Q3 | $511K | Hold |
4,200
| – | – | 0.19% | 82 |
|
|
2017
Q2 | $494K | Sell |
4,200
-275
| -6% | -$32K | 0.19% | 90 |
|
|
2017
Q1 | $505K | Hold |
4,475
| – | – | 0.21% | 82 |
|
|
2016
Q4 | $473K | Hold |
4,475
| – | – | 0.21% | 86 |
|
|
2016
Q3 | $476K | Hold |
4,475
| – | – | 0.2% | 87 |
|
|
2016
Q2 | $456K | Hold |
4,475
| – | – | 0.2% | 85 |
|
|
2016
Q1 | $449K | Hold |
4,475
| – | – | 0.24% | 77 |
|
|
2015
Q4 | $446K | Hold |
4,475
| – | – | 0.23% | 76 |
|
|
2015
Q3 | $435K | Buy |
+4,475
| New | +$467K | 0.22% | 82 |
|
Other funds holding VOT
EWA
TI
Northeast Financial Consultants's VOT Position: Q2 2025 in Review
Northeast Financial Consultants held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2025 at 5,489 shares worth $1.56M. The position accounts for 0.06% of the portfolio, ranked #121.
Northeast Financial Consultants first reported a position in VOT in Q3 2015 and has held it in 39 quarters since. The position peaked at $1.85M in Q1 2019. 1,011 funds tracked by Wall St. Rank hold VOT as of Q2 2025.
- Northeast Financial Consultants held 5,489 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.56M as of Q2 2025.
- Northeast Financial Consultants left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2025.
- Vanguard Morningstar Mid-Cap Growth ETF made up 0.06% of Northeast Financial Consultants's portfolio in Q2 2025, its #121 holding.
- Northeast Financial Consultants first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2015 and has held it in 39 quarters since.
- Northeast Financial Consultants's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.85M in Q1 2019.
- 1,011 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2025.
Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.