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POM Investment Strategies’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

POM Investment Strategies’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
-22
Closed -$5.58K – 371
2024
Q4 		$5.58K Buy
+22
New +$5.66K ﹤0.01% 211
2024
Q1 		– Sell
-65
Closed -$14.3K – 265
2023
Q4 		$14.3K Buy
+65
New +$13K 0.01% 100

Other funds holding VOT

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

POM Investment Strategies's VOT Position: Q1 2025 in Review

POM Investment Strategies sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2025, closing a stake of 22 shares — an estimated $5.58K sold.

POM Investment Strategies first reported a position in VOT in Q4 2023 and held it in 2 quarters. The position peaked at $14.3K in Q4 2023. 976 funds tracked by Wall St. Rank hold VOT as of Q1 2025.

  • POM Investment Strategies reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • POM Investment Strategies sold 22 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2025, an estimated $5.58K.
  • POM Investment Strategies first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and held it in 2 quarters.
  • POM Investment Strategies's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $14.3K in Q4 2023.
  • 976 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2025.

Based on POM Investment Strategies's 13F filing for Q1 2025, filed 30 Apr 2025.