Richard W. Paul & Associates’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Richard W. Paul & Associates’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	-165	Closed	-$41.9K	–	506
2024 Q4	$41.9K	Hold	165	–	–	0.02%	217
2024 Q3	$40.2K	Hold	165	–	–	0.01%	224
2024 Q2	$37.9K	Hold	165	–	–	0.01%	218
2024 Q1	$38.9K	Hold	165	–	–	0.02%	228
2023 Q4	$36.2K	Hold	165	–	–	0.02%	224
2023 Q3	$32.1K	Hold	165	–	–	0.01%	219
2023 Q2	$34K	Hold	165	–	–	0.01%	234
2023 Q1	$32.2K	Sell	165 -1	-0.6%	-$191	0.01%	237
2022 Q4	$29.8K	Buy	+166	New	+$30.1K	0.02%	241

Other funds holding VOT

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Richard W. Paul & Associates's VOT Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2025, closing a stake of 165 shares — an estimated $41.9K sold.

Richard W. Paul & Associates first reported a position in VOT in Q4 2022 and held it in 9 quarters. The position peaked at $41.9K in Q4 2024. 980 funds tracked by Wall St. Rank hold VOT as of Q1 2025.

Richard W. Paul & Associates reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 165 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2025, an estimated $41.9K.
Richard W. Paul & Associates first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and held it in 9 quarters.
Richard W. Paul & Associates's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $41.9K in Q4 2024.
980 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.