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Prosperity Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Prosperity Wealth Management’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 		– Sell
-1,280
Closed -$376K – 295
2025
Q3 		$376K Sell
1,280
-79
-6% -$22.8K 0.13% 163
2025
Q2 		$387K Buy
+1,359
New +$350K 0.14% 150

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Prosperity Wealth Management's VOT Position: Q4 2025 in Review

Prosperity Wealth Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2025, closing a stake of 1,280 shares — an estimated $376K sold.

Prosperity Wealth Management first reported a position in VOT in Q2 2025 and held it in 2 quarters. The position peaked at $387K in Q2 2025. 1,075 funds tracked by Wall St. Rank hold VOT as of Q4 2025.

  • Prosperity Wealth Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Prosperity Wealth Management sold 1,280 Vanguard Mid-Cap Growth ETF shares in Q4 2025, an estimated $376K.
  • Prosperity Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2025 and held it in 2 quarters.
  • Prosperity Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $387K in Q2 2025.
  • 1,075 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.