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Tobias Financial Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Tobias Financial Advisors’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
-705
Closed -$207K – 152
2025
Q3 		$207K Buy
+705
New +$203K 0.03% 128

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

Tobias Financial Advisors's VOT Position: Q4 2025 in Review

Tobias Financial Advisors sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2025, closing a stake of 705 shares — an estimated $207K sold.

Tobias Financial Advisors first reported a position in VOT in Q3 2025 and held it in 1 quarter. The position peaked at $207K in Q3 2025. 1,078 funds tracked by Wall St. Rank hold VOT as of Q4 2025.

  • Tobias Financial Advisors reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Tobias Financial Advisors sold 705 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2025, an estimated $207K.
  • Tobias Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2025 and held it in 1 quarter.
  • Tobias Financial Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $207K in Q3 2025.
  • 1,078 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2025.

Based on Tobias Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.