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Total Wealth Planning’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Total Wealth Planning’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 		$1.12M Sell
4,016
-60,927
-94% -$17.4M 2.4% 14
2025
Q3 		$19.1M Sell
64,943
-205
-0.3% -$59.1K 2.21% 15
2025
Q2 		$18.5M Buy
65,148
+1,288
+2% +$332K 2.34% 15
2025
Q1 		$15.6M Sell
63,860
-134
-0.2% -$34.8K 2.39% 14
2024
Q4 		$16.2M Buy
63,994
+621
+1% +$160K 2.53% 14
2024
Q3 		$15.4M Buy
63,373
+1,616
+3% +$376K 2.41% 14
2024
Q2 		$14.8M Buy
61,757
+1,100
+2% +$252K 2.43% 14
2024
Q1 		$14.3M Buy
60,657
+186
+0.3% +$41.7K 2.46% 14
2023
Q4 		$13.3M Buy
60,471
+1,934
+3% +$387K 2.41% 14
2023
Q3 		$11.4M Buy
58,537
+1,916
+3% +$391K 2.33% 13
2023
Q2 		$11.7M Buy
56,621
+1,606
+3% +$311K 2.43% 13
2023
Q1 		$10.7M Buy
55,015
+5,683
+12% +$1.09M 2.36% 14
2022
Q4 		$8.87M Buy
49,332
+1,803
+4% +$327K 2.2% 13
2022
Q3 		$8.11M Buy
47,529
+6,323
+15% +$1.2M 2.3% 11
2022
Q2 		$7.23M Buy
41,206
+2,708
+7% +$524K 2.09% 13
2022
Q1 		$8.58M Buy
38,498
+18,652
+94% +$4.12M 2.32% 9
2021
Q4 		$2.83M Sell
19,846
-12,344
-38% -$3.11M 1.75% 14
2021
Q3 		$7.61M Buy
32,190
+1,887
+6% +$457K 2.76% 10
2021
Q2 		$7.16M Buy
30,303
+2,522
+9% +$566K 2.81% 10
2021
Q1 		$5.96M Buy
27,781
+1,790
+7% +$388K 2.53% 11
2020
Q4 		$5.51M Buy
25,991
+683
+3% +$135K 2.55% 11
2020
Q3 		$4.56M Sell
25,308
-1,794
-7% -$316K 2.37% 11
2020
Q2 		$4.47M Buy
27,102
+1,687
+7% +$255K 2.48% 11
2020
Q1 		$3.22M Buy
25,415
+7,280
+40% +$1.11M 2.09% 12
2019
Q4 		$2.88M Sell
18,135
-610
-3% -$93.1K 1.54% 15
2019
Q3 		$2.78M Sell
18,745
-528
-3% -$79.1K 1.58% 15
2019
Q2 		$2.88M Sell
19,273
-573
-3% -$83.6K 1.7% 14
2019
Q1 		$2.83M Sell
19,846
-342
-2% -$46K 1.75% 14
2018
Q4 		$2.42M Buy
+20,188
New +$2.59M 1.67% 16

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Total Wealth Planning's VOT Position: Q4 2025 in Review

Total Wealth Planning reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 94% in Q4 2025, selling an estimated $17.4M and leaving 4,016 shares worth $1.12M. The position accounts for 2.4% of the portfolio, ranked #14.

Total Wealth Planning first reported a position in VOT in Q4 2018 and has held it in 29 quarters since. The position peaked at $19.1M in Q3 2025. 1,075 funds tracked by Wall St. Rank hold VOT as of Q4 2025.

  • Total Wealth Planning held 4,016 shares of Vanguard Mid-Cap Growth ETF worth $1.12M as of Q4 2025.
  • Total Wealth Planning sold 60,927 Vanguard Mid-Cap Growth ETF shares in Q4 2025, an estimated $17.4M.
  • Vanguard Mid-Cap Growth ETF made up 2.4% of Total Wealth Planning's portfolio in Q4 2025, its #14 holding.
  • Total Wealth Planning first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2018 and has held it in 29 quarters since.
  • Total Wealth Planning's Vanguard Mid-Cap Growth ETF position peaked at $19.1M in Q3 2025.
  • 1,075 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.