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Spectrum Wealth Counsel’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Spectrum Wealth Counsel’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 		$13K Hold
53
– – ﹤0.01% 221
2024
Q4 		$13.4K Sell
53
-85
-62% -$21.9K ﹤0.01% 224
2024
Q3 		$33.6K Hold
138
– – ﹤0.01% 198
2024
Q2 		$31.7K Buy
+138
New +$31.6K ﹤0.01% 232

Other funds holding VOT

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Spectrum Wealth Counsel's VOT Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q1 2025 at 53 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #221.

Spectrum Wealth Counsel first reported a position in VOT in Q2 2024 and has held it in 4 quarters since. The position peaked at $33.6K in Q3 2024. 975 funds tracked by Wall St. Rank hold VOT as of Q1 2025.

  • Spectrum Wealth Counsel held 53 shares of Vanguard Mid-Cap Growth ETF worth $13K as of Q1 2025.
  • Spectrum Wealth Counsel left its Vanguard Mid-Cap Growth ETF share count unchanged in Q1 2025.
  • Vanguard Mid-Cap Growth ETF made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #221 holding.
  • Spectrum Wealth Counsel first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2024 and has held it in 4 quarters since.
  • Spectrum Wealth Counsel's Vanguard Mid-Cap Growth ETF position peaked at $33.6K in Q3 2024.
  • 975 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.