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Systelligence LLC’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Systelligence LLC’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
Q4 		– Sell
-71,363
Closed -$21M – 65
2025
Q3 		$21M Buy
71,363
+1,154
+2% +$333K 3.98% 3
2025
Q2 		$20M Buy
+70,209
New +$18.1M 3.69% 4
2024
Q2 		– Sell
-58,456
Closed -$13.8M – 49
2024
Q1 		$13.8M Sell
58,456
-1,582
-3% -$354K 3.6% 6
2023
Q4 		$13.2M Sell
60,038
-5,535
-8% -$1.11M 3.6% 6
2023
Q3 		$12.8M Buy
+65,573
New +$13.4M 3.59% 6
2022
Q4 		– Sell
-23,737
Closed -$4.05M – 48
2022
Q3 		$4.05M Sell
23,737
-1,068
-4% -$202K 1.24% 24
2022
Q2 		$4.35M Buy
24,805
+4,901
+25% +$949K 1.26% 28
2022
Q1 		$4.43M Buy
19,904
+1,420
+8% +$313K 0.96% 34
2021
Q4 		$4.71M Sell
18,484
-69
-0.4% -$17.4K 1.3% 27
2021
Q3 		$4.38M Buy
+18,553
New +$4.49M 1.17% 25
2021
Q2 		– Sell
-6,715
Closed -$1.44M – 49
2021
Q1 		$1.44M Sell
6,715
-22,274
-77% -$4.83M 0.4% 42
2020
Q4 		$6.15M Sell
28,989
-18,187
-39% -$3.58M 1.32% 28
2020
Q3 		$8.5M Sell
47,176
-4,587
-9% -$809K 2.58% 14
2020
Q2 		$8.54M Buy
51,763
+38,255
+283% +$5.78M 2.77% 11
2020
Q1 		$1.71M Buy
+13,508
New +$2.05M 0.8% 36

Other funds holding VOT

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Systelligence LLC's VOT Position: Q4 2025 in Review

Systelligence LLC sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2025, closing a stake of 71,363 shares — an estimated $21M sold.

Systelligence LLC first reported a position in VOT in Q1 2020 and held it in 15 quarters. The position peaked at $21M in Q3 2025. 1,078 funds tracked by Wall St. Rank hold VOT as of Q4 2025.

  • Systelligence LLC reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Systelligence LLC sold 71,363 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2025, an estimated $21M.
  • Systelligence LLC first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2020 and held it in 15 quarters.
  • Systelligence LLC's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $21M in Q3 2025.
  • 1,078 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2025.

Based on Systelligence LLC's 13F filing for Q4 2025, filed 22 Jan 2026.