Sentinel Pension Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Sentinel Pension 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
2024 Q4	–	Sell	-936	Closed	-$228K	–	113
2024 Q3	$228K	Hold	936	–	–	0.04%	103
2024 Q2	$215K	Hold	936	–	–	0.04%	103
2024 Q1	$221K	Hold	936	–	–	0.05%	98
2023 Q4	$206K	Buy	+936	New	+$187K	0.05%	95
2022 Q2	–	Sell	-1,117	Closed	-$249K	–	95
2022 Q1	$249K	Hold	1,117	–	–	0.08%	78
2021 Q4	$284K	Hold	1,117	–	–	0.09%	81
2021 Q3	$264K	Hold	1,117	–	–	0.09%	75
2021 Q2	$264K	Buy	+1,117	New	+$251K	0.09%	72
2021 Q1	–	Sell	-1,117	Closed	-$237K	–	83
2020 Q4	$237K	Hold	1,117	–	–	0.09%	69
2020 Q3	$201K	Buy	+1,117	New	+$197K	0.08%	79

Other funds holding VOT

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Sentinel Pension Advisors's VOT Position: Q4 2024 in Review

Sentinel Pension Advisors sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2024, closing a stake of 936 shares — an estimated $228K sold.

Sentinel Pension Advisors first reported a position in VOT in Q3 2020 and held it in 10 quarters. The position peaked at $284K in Q4 2021. 980 funds tracked by Wall St. Rank hold VOT as of Q4 2024.

Sentinel Pension Advisors reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
Sentinel Pension Advisors sold 936 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2024, an estimated $228K.
Sentinel Pension Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2020 and held it in 10 quarters.
Sentinel Pension Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $284K in Q4 2021.
980 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2024.

Based on Sentinel Pension Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.