WR Wealth Planners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

WR Wealth Planners’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
2024 Q4	$571K	Hold	2,251	–	–	0.18%	84
2024 Q3	$548K	Sell	2,251 -124	-5%	-$28.9K	0.15%	99
2024 Q2	$545K	Sell	2,375 -194	-8%	-$44.5K	0.17%	92
2024 Q1	$606K	Sell	2,569 -157	-6%	-$35.2K	0.19%	79
2023 Q4	$599K	Buy	2,726 +28	+1%	+$5.6K	0.22%	84
2023 Q3	$525K	Buy	2,698 +116	+4%	+$23.7K	0.2%	81
2023 Q2	$531K	Buy	2,582 +2,149	+496%	+$416K	0.21%	77
2023 Q1	$84.4K	Buy	+433	New	+$82.9K	0.04%	260
2022 Q2	–	Sell	-3	Closed	-$668	–	551
2022 Q1	$668	Buy	+3	New	+$662	﹤0.01%	472

Other funds holding VOT

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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 $58.2B AUM 22.78% 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

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

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

WR Wealth Planners's VOT Position: Q4 2024 in Review

WR Wealth Planners held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q4 2024 at 2,251 shares worth $571K. The position accounts for 0.18% of the portfolio, ranked #84.

WR Wealth Planners first reported a position in VOT in Q1 2022 and has held it in 9 quarters since. The position peaked at $606K in Q1 2024. 977 funds tracked by Wall St. Rank hold VOT as of Q4 2024.

WR Wealth Planners held 2,251 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $571K as of Q4 2024.
WR Wealth Planners left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q4 2024.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.18% of WR Wealth Planners's portfolio in Q4 2024, its #84 holding.
WR Wealth Planners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2022 and has held it in 9 quarters since.
WR Wealth Planners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $606K in Q1 2024.
977 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.