Transatlantique Private Wealth’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Transatlantique Private Wealth’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	$1.42M	Buy	5,083 +680	+15%	+$195K	0.45%	65
2025 Q3	$1.29M	Buy	4,403 +151	+4%	+$43.6K	0.42%	68
2025 Q2	$1.21M	Buy	4,252 +262	+7%	+$67.6K	0.44%	60
2025 Q1	$976K	Sell	3,990 -1,537	-28%	-$400K	0.39%	76
2024 Q4	$1.4M	Buy	5,527 +343	+7%	+$88.3K	0.53%	54
2024 Q3	$1.26M	Sell	5,184 -7,231	-58%	-$1.68M	0.48%	58
2024 Q2	$2.41M	Buy	12,415 +8,634	+228%	+$1.98M	0.98%	23
2024 Q1	$892K	Buy	3,781 +135	+4%	+$30.2K	0.39%	88
2023 Q4	$801K	Buy	+3,646	New	+$729K	0.37%	94
2022 Q4	–	Sell	-6,443	Closed	-$1.1M	–	211
2022 Q3	$1.1M	Buy	6,443 +713	+12%	+$135K	0.74%	37
2022 Q2	$1M	Buy	+5,730	New	+$1.11M	0.7%	40

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 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 $20.3B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

Transatlantique Private Wealth's VOT Position: Q4 2025 in Review

Transatlantique Private Wealth increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 15% in Q4 2025, buying an estimated $195K and bringing the position to 5,083 shares worth $1.42M. The position accounts for 0.45% of the portfolio, ranked #65.

Transatlantique Private Wealth first reported a position in VOT in Q2 2022 and has held it in 11 quarters since. The position peaked at $2.41M in Q2 2024. 1,077 funds tracked by Wall St. Rank hold VOT as of Q4 2025.

Transatlantique Private Wealth held 5,083 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.42M as of Q4 2025.
Transatlantique Private Wealth bought 680 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2025, an estimated $195K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.45% of Transatlantique Private Wealth's portfolio in Q4 2025, its #65 holding.
Transatlantique Private Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2022 and has held it in 11 quarters since.
Transatlantique Private Wealth's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.41M in Q2 2024.
1,077 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2025.

Based on Transatlantique Private Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.