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Wambolt & Associates’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Wambolt & Associates’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 		$2.13M Sell
7,511
-183
-2% -$47.2K 0.72% 50
2025
Q1 		$1.89M Buy
7,694
+520
+7% +$135K 0.64% 57
2024
Q4 		$1.82M Sell
7,174
-780
-10% -$201K 0.58% 59
2024
Q3 		$1.92M Buy
7,954
+516
+7% +$120K 0.53% 67
2024
Q2 		$1.7M Buy
7,438
+751
+11% +$172K 0.49% 65
2024
Q1 		$1.57M Buy
6,687
+1,622
+32% +$363K 0.47% 72
2023
Q4 		$1.11M Buy
5,065
+2,186
+76% +$437K 0.36% 94
2023
Q3 		$557K Buy
2,879
+176
+7% +$35.9K 0.2% 151
2023
Q2 		$556K Buy
2,703
+84
+3% +$16.3K 0.2% 153
2023
Q1 		$510K Buy
2,619
+19
+0.7% +$3.64K 0.18% 159
2022
Q4 		$467K Buy
2,600
+105
+4% +$19K 0.18% 160
2022
Q3 		$426K Sell
2,495
-1,904
-43% -$360K 0.18% 155
2022
Q2 		$772K Buy
4,399
+376
+9% +$72.8K 0.31% 116
2022
Q1 		$902K Buy
4,023
+132
+3% +$29.1K 0.33% 107
2021
Q4 		$991K Buy
3,891
+48
+1% +$12.1K 0.36% 100
2021
Q3 		$919K Buy
3,843
+524
+16% +$127K 0.37% 99
2021
Q2 		$785K Buy
3,319
+184
+6% +$41.3K 0.33% 102
2021
Q1 		$684K Buy
3,135
+799
+34% +$173K 0.36% 99
2020
Q4 		$495K Buy
+2,336
New +$460K 0.3% 118

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wambolt & Associates's VOT Position: Q2 2025 in Review

Wambolt & Associates reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 2.4% in Q2 2025, selling an estimated $47.2K and leaving 7,511 shares worth $2.13M. The position accounts for 0.72% of the portfolio, ranked #50.

Wambolt & Associates first reported a position in VOT in Q4 2020 and has held it in 19 quarters since. 1,011 funds tracked by Wall St. Rank hold VOT as of Q2 2025.

  • Wambolt & Associates held 7,511 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.13M as of Q2 2025.
  • Wambolt & Associates sold 183 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2025, an estimated $47.2K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.72% of Wambolt & Associates's portfolio in Q2 2025, its #50 holding.
  • Wambolt & Associates first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 19 quarters since.
  • 1,011 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.