Tortoise Investment Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Tortoise Investment 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 Q4	–	Sell	-219	Closed	-$64.3K	–	1412
2025 Q3	$64.3K	Hold	219	–	–	0.01%	360
2025 Q2	$62.3K	Hold	219	–	–	0.01%	358
2025 Q1	$53.6K	Hold	219	–	–	0.01%	363
2024 Q4	$55.6K	Hold	219	–	–	0.01%	406
2024 Q3	$53.3K	Hold	219	–	–	0.01%	397
2024 Q2	$50.3K	Hold	219	–	–	0.01%	389
2024 Q1	$51.6K	Hold	219	–	–	0.01%	375
2023 Q4	$48.1K	Hold	219	–	–	0.01%	360
2023 Q3	$42.7K	Hold	219	–	–	0.01%	359
2023 Q2	$45.1K	Hold	219	–	–	0.01%	361
2023 Q1	$42.7K	Hold	219	–	–	0.01%	352
2022 Q4	$39.4K	Hold	219	–	–	0.01%	353
2022 Q3	$37K	Buy	+219	New	+$41.5K	0.01%	351
2014 Q2	–	Sell	-206	Closed	-$19K	–	438
2014 Q1	$19K	Buy	+206	New	+$18.8K	0.01%	234

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

Tortoise Investment Management's VOT Position: Q4 2025 in Review

Tortoise Investment Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2025, closing a stake of 219 shares — an estimated $64.3K sold.

Tortoise Investment Management first reported a position in VOT in Q1 2014 and held it in 14 quarters. The position peaked at $64.3K in Q3 2025. 1,077 funds tracked by Wall St. Rank hold VOT as of Q4 2025.

Tortoise Investment Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 219 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2025, an estimated $64.3K.
Tortoise Investment Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2014 and held it in 14 quarters.
Tortoise Investment Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $64.3K in Q3 2025.
1,077 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.