Novak & Powell Financial Services’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Novak & Powell Financial 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
2026 Q1	$1.37M	Sell	5,336 -101	-2%	-$27.7K	0.74%	36
2025 Q4	$1.52M	Hold	5,437	–	–	0.79%	32
2025 Q3	$1.6M	Buy	5,437 +3,375	+164%	+$974K	0.84%	29
2025 Q2	$586K	Sell	2,062 -3,293	-61%	-$849K	0.41%	58
2025 Q1	$1.31M	Sell	5,355 -171	-3%	-$44.5K	0.82%	35
2024 Q4	$1.4M	Hold	5,526	–	–	0.84%	32
2024 Q3	$1.35M	Hold	5,526	–	–	0.78%	33
2024 Q2	$1.27M	Sell	5,526 -52,345	-90%	-$12M	0.79%	35
2024 Q1	$1.49M	Buy	57,871 +52,432	+964%	+$11.7M	1.11%	22
2023 Q4	$1.18M	Buy	+5,439	New	+$1.09M	0.79%	35

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group

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

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return