Stephens Consulting’s Vanguard Morningstar 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 $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stephens Consulting's VOT Position: Q3 2025 in Review

Stephens Consulting sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2025, closing a stake of 37 shares — an estimated $10.6K sold.

Stephens Consulting first reported a position in VOT in Q1 2023 and held it in 10 quarters. The position peaked at $10.6K in Q2 2025. 1,020 funds tracked by Wall St. Rank hold VOT as of Q3 2025.

Stephens Consulting reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 37 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2025, an estimated $10.6K.
Stephens Consulting first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2023 and held it in 10 quarters.
Stephens Consulting's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $10.6K in Q2 2025.
1,020 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.