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Stonebridge Financial Group (Pennsylvania)’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-490
Closed -$120K – 917
2025
Q1 		$120K Buy
490
+20
+4% +$5.2K 0.01% 276
2024
Q4 		$119K Buy
+470
New +$121K 0.01% 273

Other funds holding VOT

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s VOT Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q2 2025, closing a stake of 490 shares — an estimated $120K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in VOT in Q4 2024 and held it in 2 quarters. The position peaked at $120K in Q1 2025. 1,010 funds tracked by Wall St. Rank hold VOT as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Vanguard Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 490 Vanguard Mid-Cap Growth ETF shares in Q2 2025, an estimated $120K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Vanguard Mid-Cap Growth ETF position peaked at $120K in Q1 2025.
  • 1,010 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.