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Spreng Capital Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Spreng Capital 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
Q1 		– Sell
-12,316
Closed -$3.13M – 80
2024
Q4 		$3.13M Buy
12,316
+900
+8% +$232K 1.36% 18
2024
Q3 		$2.78M Buy
11,416
+8,549
+298% +$1.99M 1.29% 18
2024
Q2 		$658K Buy
2,867
+682
+31% +$156K 0.34% 49
2024
Q1 		$515K Buy
2,185
+973
+80% +$218K 0.28% 55
2023
Q4 		$266K Buy
+1,212
New +$242K 0.17% 73

Other funds holding VOT

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Spreng Capital Management's VOT Position: Q1 2025 in Review

Spreng Capital Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2025, closing a stake of 12,316 shares — an estimated $3.13M sold.

Spreng Capital Management first reported a position in VOT in Q4 2023 and held it in 5 quarters. The position peaked at $3.13M in Q4 2024. 979 funds tracked by Wall St. Rank hold VOT as of Q1 2025.

  • Spreng Capital Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Spreng Capital Management sold 12,316 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2025, an estimated $3.13M.
  • Spreng Capital Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and held it in 5 quarters.
  • Spreng Capital Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $3.13M in Q4 2024.
  • 979 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2025.

Based on Spreng Capital Management's 13F filing for Q1 2025, filed 13 May 2025.