Safeguard Financial’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Safeguard Financial’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	$1.7M	Sell	6,968 -520	-7%	-$135K	0.37%	27
2024 Q4	$1.9M	Sell	7,488 -1,942	-21%	-$500K	0.41%	25
2024 Q3	$2.3M	Sell	9,430 -730	-7%	-$170K	0.54%	18
2024 Q2	$2.33M	Buy	10,160 +477	+5%	+$109K	0.65%	16
2024 Q1	$2.28M	Buy	9,683 +512	+6%	+$115K	0.74%	15
2023 Q4	$2.01M	Buy	9,171 +2,260	+33%	+$452K	0.76%	16
2023 Q3	$1.35M	Buy	6,911 +1,277	+23%	+$261K	0.65%	20
2023 Q2	$1.16M	Buy	5,634 +1,201	+27%	+$233K	0.56%	22
2023 Q1	$864K	Sell	4,433 -233	-5%	-$44.6K	0.52%	28
2022 Q4	$839K	Sell	4,666 -986	-17%	-$179K	0.6%	29
2022 Q3	$964K	Buy	5,652 +969	+21%	+$183K	0.89%	21
2022 Q2	$821K	Buy	4,683 +2,791	+148%	+$540K	0.98%	21
2022 Q1	$422K	Buy	+1,892	New	+$418K	0.63%	30

Other funds holding VOT

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Safeguard Financial's VOT Position: Q1 2025 in Review

Safeguard Financial reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 6.9% in Q1 2025, selling an estimated $135K and leaving 6,968 shares worth $1.7M. The position accounts for 0.37% of the portfolio, ranked #27.

Safeguard Financial first reported a position in VOT in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.33M in Q2 2024. 975 funds tracked by Wall St. Rank hold VOT as of Q1 2025.

Safeguard Financial held 6,968 shares of Vanguard Mid-Cap Growth ETF worth $1.7M as of Q1 2025.
Safeguard Financial sold 520 Vanguard Mid-Cap Growth ETF shares in Q1 2025, an estimated $135K.
Vanguard Mid-Cap Growth ETF made up 0.37% of Safeguard Financial's portfolio in Q1 2025, its #27 holding.
Safeguard Financial first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2022 and has held it in 13 quarters since.
Safeguard Financial's Vanguard Mid-Cap Growth ETF position peaked at $2.33M in Q2 2024.
975 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.