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

TruNorth Capital 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	-19	Closed	-$5.58K	–	379
2025 Q3	$5.58K	Hold	19	–	–	﹤0.01%	369
2025 Q2	$5.4K	Hold	19	–	–	﹤0.01%	309
2025 Q1	$4.65K	Hold	19	–	–	﹤0.01%	397
2024 Q4	$4.82K	Hold	19	–	–	﹤0.01%	319
2024 Q3	$4.63K	Hold	19	–	–	﹤0.01%	327
2024 Q2	$4.36K	Hold	19	–	–	﹤0.01%	287
2024 Q1	$4.48K	Buy	+19	New	+$4.26K	﹤0.01%	218

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 $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 $666B AUM 30.12% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

TruNorth Capital Management's VOT Position: Q4 2025 in Review

TruNorth Capital Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2025, closing a stake of 19 shares — an estimated $5.58K sold.

TruNorth Capital Management first reported a position in VOT in Q1 2024 and held it in 7 quarters. The position peaked at $5.58K in Q3 2025. 1,078 funds tracked by Wall St. Rank hold VOT as of Q4 2025.

TruNorth Capital Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
TruNorth Capital Management sold 19 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2025, an estimated $5.58K.
TruNorth Capital Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2024 and held it in 7 quarters.
TruNorth Capital Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $5.58K in Q3 2025.
1,078 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.