Stephens Consulting’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Stephens Consulting’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	-37	Closed	-$10.6K	–	1145
2025 Q2	$10.6K	Hold	37	–	–	﹤0.01%	322
2025 Q1	$9.08K	Hold	37	–	–	﹤0.01%	334
2024 Q4	$9.42K	Hold	37	–	–	﹤0.01%	359
2024 Q3	$9.04K	Hold	37	–	–	﹤0.01%	342
2024 Q2	$8.49K	Sell	37 -5	-12%	-$1.15K	﹤0.01%	359
2024 Q1	$9.9K	Hold	42	–	–	﹤0.01%	315
2023 Q4	$9.22K	Hold	42	–	–	﹤0.01%	324
2023 Q3	$8.18K	Hold	42	–	–	﹤0.01%	330
2023 Q2	$8.64K	Hold	42	–	–	﹤0.01%	325
2023 Q1	$8.19K	Buy	+42	New	+$8.04K	﹤0.01%	344

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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return