Vertex Planning Partners’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Vertex Planning Partners’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	-1,766	Closed	-$519K	–	201
2025 Q3	$519K	Hold	1,766	–	–	0.1%	108
2025 Q2	$502K	Sell	1,766 -130	-7%	-$33.5K	0.1%	105
2025 Q1	$464K	Sell	1,896 -117	-6%	-$30.4K	0.1%	112
2024 Q4	$511K	Hold	2,013	–	–	0.11%	104
2024 Q3	$490K	Hold	2,013	–	–	0.12%	90
2024 Q2	$462K	Hold	2,013	–	–	0.12%	90
2024 Q1	$475K	Sell	2,013 -25	-1%	-$5.6K	0.13%	91
2023 Q4	$447K	Buy	2,038 +500	+33%	+$100K	0.13%	89
2023 Q3	$300K	Hold	1,538	–	–	0.1%	106
2023 Q2	$316K	Hold	1,538	–	–	0.11%	99
2023 Q1	$300K	Buy	1,538 +130	+9%	+$24.9K	0.11%	92
2022 Q4	$253K	Buy	+1,408	New	+$255K	0.1%	126

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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 $4.48B AUM 13.76% 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

Vertex Planning Partners's VOT Position: Q4 2025 in Review

Vertex Planning Partners sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2025, closing a stake of 1,766 shares — an estimated $519K sold.

Vertex Planning Partners first reported a position in VOT in Q4 2022 and held it in 12 quarters. The position peaked at $519K in Q3 2025. 1,075 funds tracked by Wall St. Rank hold VOT as of Q4 2025.

Vertex Planning Partners reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Vertex Planning Partners sold 1,766 Vanguard Mid-Cap Growth ETF shares in Q4 2025, an estimated $519K.
Vertex Planning Partners first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2022 and held it in 12 quarters.
Vertex Planning Partners's Vanguard Mid-Cap Growth ETF position peaked at $519K in Q3 2025.
1,075 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.