WPG Advisers’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

WPG Advisers’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 Q1	–	Sell	-102	Closed	-$25.9K	–	1543
2024 Q4	$25.9K	Buy	+102	New	+$26.3K	0.02%	409

Other funds holding VOT

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

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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WPG Advisers's VOT Position: Q1 2025 in Review

WPG Advisers sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2025, closing a stake of 102 shares — an estimated $25.9K sold.

WPG Advisers first reported a position in VOT in Q4 2024 and held it in 1 quarter. The position peaked at $25.9K in Q4 2024. 975 funds tracked by Wall St. Rank hold VOT as of Q1 2025.

WPG Advisers reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
WPG Advisers sold 102 Vanguard Mid-Cap Growth ETF shares in Q1 2025, an estimated $25.9K.
WPG Advisers first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2024 and held it in 1 quarter.
WPG Advisers's Vanguard Mid-Cap Growth ETF position peaked at $25.9K in Q4 2024.
975 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2025.

Based on WPG Advisers's 13F filing for Q1 2025, filed 15 May 2025.