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

Optimum Investment 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	$55.8K	Hold	190	–	–	0.02%	332
2025 Q2	$54K	Hold	190	–	–	0.02%	332
2025 Q1	$46.5K	Hold	190	–	–	0.02%	346
2024 Q4	$48.2K	Hold	190	–	–	0.02%	346
2024 Q3	$46.3K	Hold	190	–	–	0.02%	363
2024 Q2	$43.6K	Sell	190 -500	-72%	-$115K	0.02%	371
2024 Q1	$163K	Hold	690	–	–	0.07%	210
2023 Q4	$152K	Sell	690 -150	-18%	-$30K	0.08%	205
2023 Q3	$164K	Hold	840	–	–	0.08%	198
2023 Q2	$173K	Hold	840	–	–	0.08%	208
2023 Q1	$164K	Hold	840	–	–	0.09%	205
2022 Q4	$151K	Sell	840 -11	-1%	-$1.99K	0.08%	214
2022 Q3	$145K	Hold	851	–	–	0.08%	216
2022 Q2	$149K	Hold	851	–	–	0.07%	229
2022 Q1	$190K	Hold	851	–	–	0.08%	213
2021 Q4	$217K	Sell	851 -90	-10%	-$22.7K	0.08%	207
2021 Q3	$222K	Sell	941 -30	-3%	-$7.26K	0.09%	203
2021 Q2	$230K	Sell	971 -51	-5%	-$11.4K	0.07%	240
2021 Q1	$219K	Hold	1,022	–	–	0.06%	247
2020 Q4	$217K	Sell	1,022 -140	-12%	-$27.6K	0.07%	234
2020 Q3	$209K	Sell	1,162 -26	-2%	-$4.58K	0.07%	229
2020 Q2	$196K	Sell	1,188 -690	-37%	-$104K	0.07%	241
2020 Q1	$238K	Sell	1,878 -5,564	-75%	-$845K	0.1%	194
2019 Q4	$1.18M	Sell	7,442 -143	-2%	-$21.8K	0.35%	72
2019 Q3	$1.12M	Sell	7,585 -237	-3%	-$35.5K	0.35%	72
2019 Q2	$1.17M	Buy	7,822 +3	+0%	+$438	0.38%	64
2019 Q1	$1.12M	Sell	7,819 -359	-4%	-$48.3K	0.37%	68
2018 Q4	$979K	Buy	8,178 +175	+2%	+$22.5K	0.34%	73
2018 Q3	$1.14M	Sell	8,003 -197	-2%	-$27.6K	0.32%	82
2018 Q2	$1.1M	Buy	8,200 +4	+0%	+$531	0.32%	83
2018 Q1	$1.06M	Sell	8,196 -693	-8%	-$91K	0.31%	83
2017 Q4	$1.14M	Buy	8,889 +6	+0.1%	+$753	0.36%	81
2017 Q3	$1.08M	Sell	8,883 -693	-7%	-$82.6K	0.36%	77
2017 Q2	$1.13M	Sell	9,576 -160	-2%	-$18.6K	0.39%	76
2017 Q1	$1.1M	Buy	9,736 +9	+0.1%	+$1K	0.39%	76
2016 Q4	$1.03M	Sell	9,727 -60	-0.6%	-$6.29K	0.39%	77
2016 Q3	$1.04M	Sell	9,787 -252	-3%	-$26.7K	0.39%	75
2016 Q2	$1.02M	Sell	10,039 -41	-0.4%	-$4.14K	0.4%	73
2016 Q1	$1.01M	Buy	10,080 +4	+0%	+$373	0.4%	72
2015 Q4	$1M	Hold	10,076	–	–	0.39%	70
2015 Q3	$980K	Buy	+10,076	New	+$1.05M	0.4%	74
2015 Q1	$1.09M	Hold	10,053	–	–	0.34%	75
2014 Q4	$1.02M	Hold	10,053	–	–	0.33%	82
2014 Q3	$969K	Hold	10,053	–	–	0.32%	85
2014 Q2	$969K	Buy	10,053 +25	+0.2%	+$2.31K	0.31%	84
2014 Q1	$929K	Sell	10,028 -700	-7%	-$64K	0.35%	79
2013 Q4	$968K	Buy	10,728 +1,495	+16%	+$130K	0.36%	74
2013 Q3	$787K	Buy	+9,233	New	+$764K	0.32%	83

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 $4.48B AUM 13.76% 1-Year Est. Return

VIA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Optimum Investment Advisors's VOT Position: Q3 2025 in Review

Optimum Investment Advisors held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2025 at 190 shares worth $55.8K. The position accounts for 0.02% of the portfolio, ranked #332.

Optimum Investment Advisors first reported a position in VOT in Q3 2013 and has held it in 48 quarters since. The position peaked at $1.18M in Q4 2019. 1,018 funds tracked by Wall St. Rank hold VOT as of Q3 2025.

Optimum Investment Advisors held 190 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $55.8K as of Q3 2025.
Optimum Investment Advisors left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2025.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Optimum Investment Advisors's portfolio in Q3 2025, its #332 holding.
Optimum Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2013 and has held it in 48 quarters since.
Optimum Investment Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.18M in Q4 2019.
1,018 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.