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Prossimo Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Prossimo Advisors’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
Q3 		– Sell
-2,670
Closed -$759K – 123
2025
Q2 		$759K Sell
2,670
-3,008
-53% -$776K 0.61% 43
2025
Q1 		$1.39M Sell
5,678
-15
-0.3% -$3.9K 1.04% 21
2024
Q4 		$1.45M Buy
5,693
+44
+0.8% +$11.3K 1.05% 21
2024
Q3 		$1.38M Buy
5,649
+262
+5% +$61K 1% 22
2024
Q2 		$1.24M Buy
+5,387
New +$1.24M 1.12% 20

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Prossimo Advisors's VOT Position: Q3 2025 in Review

Prossimo Advisors sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2025, closing a stake of 2,670 shares — an estimated $759K sold.

Prossimo Advisors first reported a position in VOT in Q2 2024 and held it in 5 quarters. The position peaked at $1.45M in Q4 2024. 1,020 funds tracked by Wall St. Rank hold VOT as of Q3 2025.

  • Prossimo Advisors reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Prossimo Advisors sold 2,670 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2025, an estimated $759K.
  • Prossimo Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2024 and held it in 5 quarters.
  • Prossimo Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.45M in Q4 2024.
  • 1,020 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2025.

Based on Prossimo Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.