Wealthstream Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Wealthstream Advisors’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 Q3	$353K	Sell	1,202 -171	-12%	-$49.3K	0.05%	112
2025 Q2	$390K	Hold	1,373	–	–	0.06%	100
2025 Q1	$336K	Sell	1,373 -463	-25%	-$120K	0.06%	100
2024 Q4	$466K	Hold	1,836	–	–	0.09%	83
2024 Q3	$447K	Hold	1,836	–	–	0.08%	81
2024 Q2	$421K	Hold	1,836	–	–	0.15%	80
2024 Q1	$433K	Hold	1,836	–	–	0.16%	77
2023 Q4	$403K	Hold	1,836	–	–	0.17%	85
2023 Q3	$358K	Hold	1,836	–	–	0.18%	66
2023 Q2	$378K	Hold	1,836	–	–	0.2%	60
2023 Q1	$358K	Hold	1,836	–	–	0.21%	54
2022 Q4	$330K	Hold	1,836	–	–	0.22%	53
2022 Q3	$313K	Hold	1,836	–	–	0.34%	46
2022 Q2	$322K	Hold	1,836	–	–	0.33%	45
2022 Q1	$409K	Hold	1,836	–	–	0.36%	41
2021 Q4	$467K	Buy	+1,836	New	+$463K	0.4%	37

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthstream Advisors's VOT Position: Q3 2025 in Review

Wealthstream Advisors reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 12% in Q3 2025, selling an estimated $49.3K and leaving 1,202 shares worth $353K. The position accounts for 0.05% of the portfolio, ranked #112.

Wealthstream Advisors first reported a position in VOT in Q4 2021 and has held it in 16 quarters since. The position peaked at $467K in Q4 2021. 1,017 funds tracked by Wall St. Rank hold VOT as of Q3 2025.

Wealthstream Advisors held 1,202 shares of Vanguard Mid-Cap Growth ETF worth $353K as of Q3 2025.
Wealthstream Advisors sold 171 Vanguard Mid-Cap Growth ETF shares in Q3 2025, an estimated $49.3K.
Vanguard Mid-Cap Growth ETF made up 0.05% of Wealthstream Advisors's portfolio in Q3 2025, its #112 holding.
Wealthstream Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2021 and has held it in 16 quarters since.
Wealthstream Advisors's Vanguard Mid-Cap Growth ETF position peaked at $467K in Q4 2021.
1,017 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.