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Pinkerton Retirement Specialists’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Pinkerton Retirement Specialists’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
Q2 		– Sell
-1,077
Closed -$263K – 153
2025
Q1 		$263K Buy
+1,077
New +$280K 0.03% 89

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $666B 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
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Pinkerton Retirement Specialists's VOT Position: Q2 2025 in Review

Pinkerton Retirement Specialists sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q2 2025, closing a stake of 1,077 shares — an estimated $263K sold.

Pinkerton Retirement Specialists first reported a position in VOT in Q1 2025 and held it in 1 quarter. The position peaked at $263K in Q1 2025. 1,010 funds tracked by Wall St. Rank hold VOT as of Q2 2025.

  • Pinkerton Retirement Specialists reported no remaining Vanguard Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Pinkerton Retirement Specialists sold 1,077 Vanguard Mid-Cap Growth ETF shares in Q2 2025, an estimated $263K.
  • Pinkerton Retirement Specialists first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2025 and held it in 1 quarter.
  • Pinkerton Retirement Specialists's Vanguard Mid-Cap Growth ETF position peaked at $263K in Q1 2025.
  • 1,010 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2025.

Based on Pinkerton Retirement Specialists's 13F filing for Q2 2025, filed 13 Aug 2025.