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TownSquare Capital’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

TownSquare Capital’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
-10,747
Closed -$2.63M – 1574
2025
Q1 		$2.63M Buy
10,747
+4,272
+66% +$1.11M 0.03% 529
2024
Q4 		$1.64M Buy
6,475
+137
+2% +$35.3K 0.02% 621
2024
Q3 		$1.54M Buy
6,338
+2,185
+53% +$509K 0.02% 611
2024
Q2 		$953K Buy
4,153
+85
+2% +$19.5K 0.01% 688
2024
Q1 		$959K Sell
4,068
-4,100
-50% -$919K 0.01% 669
2023
Q4 		$1.79M Buy
8,168
+6,966
+580% +$1.39M 0.03% 438
2023
Q3 		$234K Sell
1,202
-1,601
-57% -$327K ﹤0.01% 988
2023
Q2 		$577K Buy
2,803
+252
+10% +$48.8K 0.01% 725
2023
Q1 		$497K Sell
2,551
-11,663
-82% -$2.23M 0.01% 675
2022
Q4 		$2.56M Buy
+14,214
New +$2.58M 0.06% 266

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TownSquare Capital's VOT Position: Q2 2025 in Review

TownSquare Capital sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2025, closing a stake of 10,747 shares — an estimated $2.63M sold.

TownSquare Capital first reported a position in VOT in Q4 2022 and held it in 10 quarters. The position peaked at $2.63M in Q1 2025. 1,013 funds tracked by Wall St. Rank hold VOT as of Q2 2025.

  • TownSquare Capital reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • TownSquare Capital sold 10,747 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2025, an estimated $2.63M.
  • TownSquare Capital first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and held it in 10 quarters.
  • TownSquare Capital's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.63M in Q1 2025.
  • 1,013 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.