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Van Hulzen Asset Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Van Hulzen Asset 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
Q1 		– Sell
-71
Closed -$18K – 1095
2024
Q4 		$18K Buy
+71
New +$18.3K ﹤0.01% 694

Other funds holding VOT

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Van Hulzen Asset Management's VOT Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2025, closing a stake of 71 shares — an estimated $18K sold.

Van Hulzen Asset Management first reported a position in VOT in Q4 2024 and held it in 1 quarter. The position peaked at $18K in Q4 2024. 980 funds tracked by Wall St. Rank hold VOT as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 71 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2025, an estimated $18K.
  • Van Hulzen Asset Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $18K in Q4 2024.
  • 980 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.