Plan A Wealth’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Plan A Wealth’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	-881	Closed	-$216K	–	163
2025 Q1	$216K	Buy	+881	New	+$229K	0.17%	102

Other funds holding VOT

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Plan A Wealth's VOT Position: Q2 2025 in Review

Plan A Wealth sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q2 2025, closing a stake of 881 shares — an estimated $216K sold.

Plan A Wealth first reported a position in VOT in Q1 2025 and held it in 1 quarter. The position peaked at $216K in Q1 2025. 1,010 funds tracked by Wall St. Rank hold VOT as of Q2 2025.

Plan A Wealth reported no remaining Vanguard Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
Plan A Wealth sold 881 Vanguard Mid-Cap Growth ETF shares in Q2 2025, an estimated $216K.
Plan A Wealth first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2025 and held it in 1 quarter.
Plan A Wealth's Vanguard Mid-Cap Growth ETF position peaked at $216K in Q1 2025.
1,010 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2025.

Based on Plan A Wealth's 13F filing for Q2 2025, filed 6 Nov 2025.