O'Dell Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

O'Dell Group’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 Q1	–	Sell	-1,000	Closed	-$254K	–	101
2024 Q4	$254K	Hold	1,000	–	–	0.06%	85
2024 Q3	$243K	Buy	+1,000	New	+$233K	0.05%	81
2024 Q1	–	Sell	-765	Closed	-$168K	–	471
2023 Q4	$168K	Buy	+765	New	+$153K	0.04%	94
2023 Q3	–	Sell	-765	Closed	-$157K	–	476
2023 Q2	$157K	Buy	+765	New	+$148K	0.04%	92

Other funds holding VOT

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

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

O'Dell Group's VOT Position: Q1 2025 in Review

O'Dell Group sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2025, closing a stake of 1,000 shares — an estimated $254K sold.

O'Dell Group first reported a position in VOT in Q2 2023 and held it in 4 quarters. The position peaked at $254K in Q4 2024. 979 funds tracked by Wall St. Rank hold VOT as of Q1 2025.

O'Dell Group reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
O'Dell Group sold 1,000 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2025, an estimated $254K.
O'Dell Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2023 and held it in 4 quarters.
O'Dell Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $254K in Q4 2024.
979 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2025.

Based on O'Dell Group's 13F filing for Q1 2025, filed 21 Apr 2025.