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Windsor Advisory Group’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Windsor Advisory Group’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 		– Sell
-180
Closed -$44K – 57
2025
Q1 		$44K Hold
180
– – 0.06% 49
2024
Q4 		$45.7K Buy
+180
New +$46.3K 0.05% 69

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 $49B AUM 17.78% 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

Windsor Advisory Group's VOT Position: Q2 2025 in Review

Windsor Advisory Group sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q2 2025, closing a stake of 180 shares — an estimated $44K sold.

Windsor Advisory Group first reported a position in VOT in Q4 2024 and held it in 2 quarters. The position peaked at $45.7K in Q4 2024. 1,010 funds tracked by Wall St. Rank hold VOT as of Q2 2025.

  • Windsor Advisory Group reported no remaining Vanguard Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Windsor Advisory Group sold 180 Vanguard Mid-Cap Growth ETF shares in Q2 2025, an estimated $44K.
  • Windsor Advisory Group first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2024 and held it in 2 quarters.
  • Windsor Advisory Group's Vanguard Mid-Cap Growth ETF position peaked at $45.7K in Q4 2024.
  • 1,010 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2025.

Based on Windsor Advisory Group's 13F filing for Q2 2025, filed 14 Aug 2025.