Obsidian Personal Planning Solutions’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Obsidian Personal Planning Solutions’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	$436K	Hold	1,494	–	–	0.15%	57
2025 Q2	$425K	Hold	1,494	–	–	0.17%	53
2025 Q1	$372K	Hold	1,494	–	–	0.17%	53
2024 Q4	$404K	Hold	1,494	–	–	0.19%	53
2024 Q3	$364K	Hold	1,494	–	–	0.19%	53
2024 Q2	$343K	Hold	1,494	–	–	0.21%	55
2024 Q1	$334K	Sell	1,494 -180	-11%	-$40.3K	0.22%	55
2023 Q4	$368K	Hold	1,674	–	–	0.28%	45
2023 Q3	$326K	Sell	1,674 -838	-33%	-$171K	0.28%	47
2023 Q2	$517K	Buy	2,512 +810	+48%	+$157K	0.64%	25
2023 Q1	$332K	Buy	+1,702	New	+$326K	0.48%	33

Other funds holding VOT

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $377B AUM 19.32% 1-Year Est. Return

Obsidian Personal Planning Solutions's VOT Position: Q3 2025 in Review

Obsidian Personal Planning Solutions held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2025 at 1,494 shares worth $436K. The position accounts for 0.15% of the portfolio, ranked #57.

Obsidian Personal Planning Solutions first reported a position in VOT in Q1 2023 and has held it in 11 quarters since. The position peaked at $517K in Q2 2023. 1,018 funds tracked by Wall St. Rank hold VOT as of Q3 2025.

Obsidian Personal Planning Solutions held 1,494 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $436K as of Q3 2025.
Obsidian Personal Planning Solutions left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2025.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.15% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #57 holding.
Obsidian Personal Planning Solutions first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2023 and has held it in 11 quarters since.
Obsidian Personal Planning Solutions's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $517K in Q2 2023.
1,018 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.