Topel & Distasi Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Topel & Distasi Wealth Management’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	-3,585	Closed	-$877K	–	73
2025 Q1	$877K	Sell	3,585 -1,082	-23%	-$281K	0.41%	47
2024 Q4	$1.18M	Hold	4,667	–	–	0.51%	40
2024 Q3	$1.14M	Hold	4,667	–	–	0.47%	44
2024 Q2	$1.07M	Hold	4,667	–	–	0.47%	43
2024 Q1	$1.1M	Hold	4,667	–	–	0.49%	43
2023 Q4	$1.02M	Sell	4,667 -478	-9%	-$95.6K	0.49%	41
2023 Q3	$1M	Hold	5,145	–	–	0.53%	41
2023 Q2	$1.06M	Hold	5,145	–	–	0.53%	41
2023 Q1	$1M	Hold	5,145	–	–	0.52%	42
2022 Q4	$925K	Hold	5,145	–	–	0.52%	40
2022 Q3	$967K	Buy	+5,145	New	+$974K	0.53%	41
2022 Q1	–	Sell	-4,013	Closed	-$1.02M	–	80
2021 Q4	$1.02M	Buy	+4,013	New	+$1.01M	0.42%	48

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Topel & Distasi Wealth Management's VOT Position: Q2 2025 in Review

Topel & Distasi Wealth Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2025, closing a stake of 3,585 shares — an estimated $877K sold.

Topel & Distasi Wealth Management first reported a position in VOT in Q4 2021 and held it in 12 quarters. The position peaked at $1.18M in Q4 2024. 1,013 funds tracked by Wall St. Rank hold VOT as of Q2 2025.

Topel & Distasi Wealth Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
Topel & Distasi Wealth Management sold 3,585 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2025, an estimated $877K.
Topel & Distasi Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and held it in 12 quarters.
Topel & Distasi Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.18M in Q4 2024.
1,013 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2025.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2025, filed 7 Aug 2025.