Planning Project LLC’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Planning Project LLC’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 Q4	$12.4K	Buy	+45	New	+$12.9K	﹤0.01%	98

Other funds holding VOT

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Planning Project LLC's VOT Position: Q4 2025 in Review

Planning Project LLC opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2025: 45 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #98 among its holdings.

1,077 funds tracked by Wall St. Rank hold VOT as of Q4 2025.

Planning Project LLC held 45 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $12.4K as of Q4 2025.
Vanguard Morningstar Mid-Cap Growth ETF was a new Planning Project LLC position in Q4 2025.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Planning Project LLC's portfolio in Q4 2025, its #98 holding.
1,077 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.