Rothschild & Co Wealth Management (UK)’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Rothschild & Co Wealth Management (UK)’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	-3,842	Closed	-$1.13M	–	26
2025 Q3	$1.13M	Hold	3,842	–	–	0.02%	25
2025 Q2	$1.09M	Sell	3,842 -33	-0.9%	-$8.51K	0.02%	25
2025 Q1	$948K	Sell	3,875 -912	-19%	-$237K	0.02%	24
2024 Q4	$1.21M	Buy	4,787 +135	+3%	+$34.7K	0.02%	27
2024 Q3	$1.13M	Hold	4,652	–	–	0.02%	26
2024 Q2	$1.07M	Hold	4,652	–	–	0.02%	29
2024 Q1	$1.1M	Sell	4,652 -121	-3%	-$27.1K	0.02%	29
2023 Q4	$1.05M	Buy	+4,773	New	+$954K	0.02%	29

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Rothschild & Co Wealth Management (UK)'s VOT Position: Q4 2025 in Review

Rothschild & Co Wealth Management (UK) sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2025, closing a stake of 3,842 shares — an estimated $1.13M sold.

Rothschild & Co Wealth Management (UK) first reported a position in VOT in Q4 2023 and held it in 8 quarters. The position peaked at $1.21M in Q4 2024. 1,078 funds tracked by Wall St. Rank hold VOT as of Q4 2025.

Rothschild & Co Wealth Management (UK) reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Rothschild & Co Wealth Management (UK) sold 3,842 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2025, an estimated $1.13M.
Rothschild & Co Wealth Management (UK) first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and held it in 8 quarters.
Rothschild & Co Wealth Management (UK)'s Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.21M in Q4 2024.
1,078 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2025.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q4 2025, filed 28 Jan 2026.