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

RKL 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
Q3 		– Sell
-717
Closed -$204K – 182
2025
Q2 		$204K Buy
+717
New +$185K 0.02% 174
2024
Q4 		– Sell
-967
Closed -$235K – 179
2024
Q3 		$235K Sell
967
-18
-2% -$4.19K 0.02% 148
2024
Q2 		$226K Hold
985
– – 0.02% 139
2024
Q1 		$232K Buy
985
+1
+0.1% +$224 0.02% 143
2023
Q4 		$216K Buy
+984
New +$197K 0.02% 142
2023
Q3 		– Sell
-1,034
Closed -$213K – 135
2023
Q2 		$213K Buy
1,034
+1
+0.1% +$194 0.03% 127
2023
Q1 		$201K Buy
+1,033
New +$198K 0.03% 131
2022
Q3 		– Sell
-1,773
Closed -$311K – 138
2022
Q2 		$311K Buy
1,773
+1
+0.1% +$194 0.04% 113
2022
Q1 		$395K Buy
1,772
+1
+0.1% +$221 0.05% 108
2021
Q4 		$451K Sell
1,771
-34
-2% -$8.57K 0.05% 93
2021
Q3 		$427K Hold
1,805
– – 0.05% 93
2021
Q2 		$427K Sell
1,805
-156
-8% -$35K 0.05% 97
2021
Q1 		$421K Hold
1,961
– – 0.06% 93
2020
Q4 		$416K Sell
1,961
-92
-4% -$18.1K 0.06% 94
2020
Q3 		$370K Sell
2,053
-26
-1% -$4.58K 0.06% 95
2020
Q2 		$343K Hold
2,079
– – 0.06% 94
2020
Q1 		$263K Sell
2,079
-148
-7% -$22.5K 0.06% 102
2019
Q4 		$354K Sell
2,227
-264
-11% -$40.3K 0.06% 102
2019
Q3 		$368K Sell
2,491
-757
-23% -$113K 0.07% 105
2019
Q2 		$485K Sell
3,248
-529
-14% -$77.2K 0.09% 96
2019
Q1 		$538K Hold
3,777
– – 0.11% 95
2018
Q4 		$451K Sell
3,777
-531
-12% -$68.2K 0.1% 96
2018
Q3 		$614K Sell
4,308
-403
-9% -$56.4K 0.13% 95
2018
Q2 		$635K Sell
4,711
-48
-1% -$6.38K 0.14% 91
2018
Q1 		$616K Sell
4,759
-1,082
-19% -$142K 0.15% 94
2017
Q4 		$748K Sell
5,841
-424
-7% -$53.2K 0.18% 93
2017
Q3 		$764K Sell
6,265
-486
-7% -$57.9K 0.21% 90
2017
Q2 		$796K Buy
+6,751
New +$784K 0.25% 90

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

RKL Wealth Management's VOT Position: Q3 2025 in Review

RKL Wealth Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2025, closing a stake of 717 shares — an estimated $204K sold.

RKL Wealth Management first reported a position in VOT in Q2 2017 and held it in 28 quarters. The position peaked at $796K in Q2 2017. 1,020 funds tracked by Wall St. Rank hold VOT as of Q3 2025.

  • RKL Wealth Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • RKL Wealth Management sold 717 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2025, an estimated $204K.
  • RKL Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2017 and held it in 28 quarters.
  • RKL Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $796K in Q2 2017.
  • 1,020 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2025.

Based on RKL Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.