Secure Asset Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Secure Asset 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	-1,622	Closed	-$461K	–	336
2025 Q2	$461K	Sell	1,622 -114	-7%	-$29.4K	0.09%	198
2025 Q1	$425K	Buy	+1,736	New	+$451K	0.09%	193
2024 Q2	–	Sell	-2,628	Closed	-$620K	–	307
2024 Q1	$620K	Buy	+2,628	New	+$589K	0.15%	119
2023 Q2	–	Sell	-1,149	Closed	-$224K	–	205
2023 Q1	$224K	Buy	+1,149	New	+$220K	0.07%	170

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

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Secure Asset Management's VOT Position: Q3 2025 in Review

Secure Asset Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2025, closing a stake of 1,622 shares — an estimated $461K sold.

Secure Asset Management first reported a position in VOT in Q1 2023 and held it in 4 quarters. The position peaked at $620K in Q1 2024. 1,021 funds tracked by Wall St. Rank hold VOT as of Q3 2025.

Secure Asset Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Secure Asset Management sold 1,622 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2025, an estimated $461K.
Secure Asset Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2023 and held it in 4 quarters.
Secure Asset Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $620K in Q1 2024.
1,021 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2025.

Based on Secure Asset Management's 13F filing for Q3 2025, filed 9 Oct 2025.