Advus Financial Partners, LLC’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Advus Financial Partners, LLC’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	-2,400	Closed	-$705K	–	274
2025 Q3	$705K	Hold	2,400	–	–	0.17%	94
2025 Q2	$683K	Hold	2,400	–	–	0.17%	90
2025 Q1	$587K	Hold	2,400	–	–	0.16%	95
2024 Q4	$609K	Hold	2,400	–	–	0.17%	85
2024 Q3	$584K	Hold	2,400	–	–	0.17%	88
2024 Q2	$551K	Hold	2,400	–	–	0.17%	86
2024 Q1	$566K	Hold	2,400	–	–	0.17%	84
2023 Q4	$527K	Hold	2,400	–	–	0.18%	81
2023 Q3	$467K	Buy	2,400 +222	+10%	+$45.3K	0.18%	76
2023 Q2	$448K	Hold	2,178	–	–	0.17%	77
2023 Q1	$424K	Hold	2,178	–	–	0.18%	80
2022 Q4	$392K	Sell	2,178 -92	-4%	-$16.7K	0.17%	87
2022 Q3	$387K	Hold	2,270	–	–	0.21%	77
2022 Q2	$398K	Sell	2,270 -183	-7%	-$35.4K	0.21%	72
2022 Q1	$547K	Buy	+2,453	New	+$541K	0.28%	55
2021 Q3	$624K	Buy	+2,453	New	+$594K	0.34%	38

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Advus Financial Partners, LLC's VOT Position: Q4 2025 in Review

Advus Financial Partners, LLC sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2025, closing a stake of 2,400 shares — an estimated $705K sold.

Advus Financial Partners, LLC first reported a position in VOT in Q3 2021 and held it in 16 quarters. The position peaked at $705K in Q3 2025. 1,077 funds tracked by Wall St. Rank hold VOT as of Q4 2025.

Advus Financial Partners, LLC reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Advus Financial Partners, LLC sold 2,400 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2025, an estimated $705K.
Advus Financial Partners, LLC first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2021 and held it in 16 quarters.
Advus Financial Partners, LLC's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $705K in Q3 2025.
1,077 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2025.

Based on Advus Financial Partners, LLC's 13F filing for Q4 2025, filed 25 Aug 2026.