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

Semmax Financial Advisors’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 Q2	$64.9K	Buy	+228	New	+$58.8K	0.02%	172

Other funds holding VOT

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Semmax Financial Advisors's VOT Position: Q2 2025 in Review

Semmax Financial Advisors opened a new position in Vanguard Mid-Cap Growth ETF (VOT) in Q2 2025: 228 shares worth $64.9K. The stake represents 0.02% of the portfolio and ranks #172 among its holdings.

1,010 funds tracked by Wall St. Rank hold VOT as of Q2 2025.

Semmax Financial Advisors held 228 shares of Vanguard Mid-Cap Growth ETF worth $64.9K as of Q2 2025.
Vanguard Mid-Cap Growth ETF was a new Semmax Financial Advisors position in Q2 2025.
Vanguard Mid-Cap Growth ETF made up 0.02% of Semmax Financial Advisors's portfolio in Q2 2025, its #172 holding.
1,010 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.