PrairieView Partners’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

PrairieView Partners’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	$126K	Sell	446 -332	-43%	-$85.6K	0.01%	150
2025 Q1	$190K	Hold	778	–	–	0.02%	120
2024 Q4	$197K	Hold	778	–	–	0.02%	120
2024 Q3	$189K	Hold	778	–	–	0.02%	121
2024 Q2	$178K	Sell	778 -191	-20%	-$43.8K	0.02%	129
2024 Q1	$229K	Sell	969 -106	-10%	-$23.7K	0.03%	105
2023 Q4	$236K	Hold	1,075	–	–	0.03%	102
2023 Q3	$209K	Hold	1,075	–	–	0.03%	103
2023 Q2	$221K	Buy	+1,075	New	+$208K	0.03%	110

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

PrairieView Partners's VOT Position: Q2 2025 in Review

PrairieView Partners reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 43% in Q2 2025, selling an estimated $85.6K and leaving 446 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #150.

PrairieView Partners first reported a position in VOT in Q2 2023 and has held it in 9 quarters since. The position peaked at $236K in Q4 2023. 1,010 funds tracked by Wall St. Rank hold VOT as of Q2 2025.

PrairieView Partners held 446 shares of Vanguard Mid-Cap Growth ETF worth $126K as of Q2 2025.
PrairieView Partners sold 332 Vanguard Mid-Cap Growth ETF shares in Q2 2025, an estimated $85.6K.
Vanguard Mid-Cap Growth ETF made up 0.01% of PrairieView Partners's portfolio in Q2 2025, its #150 holding.
PrairieView Partners first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2023 and has held it in 9 quarters since.
PrairieView Partners's Vanguard Mid-Cap Growth ETF position peaked at $236K in Q4 2023.
1,010 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.