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

PSI 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 Q2	–	Sell	-400	Closed	-$97.9K	–	679
2025 Q1	$97.9K	Hold	400	–	–	0.03%	170
2024 Q4	$102K	Hold	400	–	–	0.03%	185
2024 Q3	$97.4K	Hold	400	–	–	0.03%	197
2024 Q2	$91.8K	Hold	400	–	–	0.03%	187
2024 Q1	$94.3K	Hold	400	–	–	0.03%	188
2023 Q4	$87.8K	Hold	400	–	–	0.03%	201
2023 Q3	$77.9K	Hold	400	–	–	0.03%	204
2023 Q2	$82.3K	Hold	400	–	–	0.04%	189
2023 Q1	$78K	Hold	400	–	–	0.04%	180
2022 Q4	$71.9K	Hold	400	–	–	0.04%	180
2022 Q3	$68K	Hold	400	–	–	0.04%	190
2022 Q2	$70K	Buy	+400	New	+$77.4K	0.03%	206
2020 Q3	–	Sell	-1,307	Closed	-$215K	–	122
2020 Q2	$215K	Buy	+1,307	New	+$198K	0.17%	105
2020 Q1	–	Sell	-890	Closed	-$141K	–	587
2019 Q4	$141K	Buy	+890	New	+$136K	0.09%	155

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PSI Advisors's VOT Position: Q2 2025 in Review

PSI Advisors sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2025, closing a stake of 400 shares — an estimated $97.9K sold.

PSI Advisors first reported a position in VOT in Q4 2019 and held it in 14 quarters. The position peaked at $215K in Q2 2020. 1,013 funds tracked by Wall St. Rank hold VOT as of Q2 2025.

PSI Advisors reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 400 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2025, an estimated $97.9K.
PSI Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and held it in 14 quarters.
PSI Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $215K in Q2 2020.
1,013 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.