WFA
VOT icon

WMG Financial Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

WMG Financial 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
Q4 		– Sell
-1,236
Closed -$363K – 209
2025
Q3 		$363K Hold
1,236
– – 0.12% 115
2025
Q2 		$352K Sell
1,236
-57
-4% -$14.7K 0.13% 110
2025
Q1 		$316K Buy
1,293
+2
+0.2% +$520 0.13% 108
2024
Q4 		$328K Buy
1,291
+32
+3% +$8.24K 0.14% 102
2024
Q3 		$307K Sell
1,259
-17
-1% -$3.96K 0.14% 109
2024
Q2 		$293K Sell
1,276
-38
-3% -$8.71K 0.16% 97
2024
Q1 		$310K Buy
1,314
+153
+13% +$34.3K 0.18% 88
2023
Q4 		$255K Sell
1,161
-220
-16% -$44K 0.17% 92
2023
Q3 		$269K Buy
1,381
+220
+19% +$44.9K 0.23% 75
2023
Q2 		$239K Buy
1,161
+277
+31% +$53.7K 0.18% 99
2023
Q1 		$226K Sell
884
-307
-26% -$58.8K 0.19% 97
2022
Q4 		$214K Buy
+1,191
New +$216K 0.18% 117
2022
Q2 		– Sell
-1,009
Closed -$224K – 184
2022
Q1 		$224K Hold
1,009
– – 0.16% 152
2021
Q4 		$254K Buy
+1,009
New +$254K 0.2% 134

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
UBS Group
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

WMG Financial Advisors's VOT Position: Q4 2025 in Review

WMG Financial Advisors sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2025, closing a stake of 1,236 shares — an estimated $363K sold.

WMG Financial Advisors first reported a position in VOT in Q4 2021 and held it in 14 quarters. The position peaked at $363K in Q3 2025. 1,077 funds tracked by Wall St. Rank hold VOT as of Q4 2025.

  • WMG Financial Advisors reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 1,236 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2025, an estimated $363K.
  • WMG Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and held it in 14 quarters.
  • WMG Financial Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $363K in Q3 2025.
  • 1,077 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.