Yeomans Consulting Group’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Yeomans Consulting 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 Q4	$258K	Hold	925	–	–	0.08%	103
2025 Q3	$272K	Sell	925 -43	-4%	-$12.4K	0.09%	91
2025 Q2	$274K	Sell	968 -84	-8%	-$21.7K	0.11%	89
2025 Q1	$257K	Buy	1,052 +29	+3%	+$7.54K	0.1%	58
2024 Q4	$260K	Sell	1,023 -32	-3%	-$8.24K	0.1%	93
2024 Q3	$257K	Buy	1,055 +10	+1%	+$2.33K	0.1%	81
2024 Q2	$240K	Buy	+1,045	New	+$240K	0.09%	80

Other funds holding VOT

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

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

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

Yeomans Consulting Group's VOT Position: Q4 2025 in Review

Yeomans Consulting Group held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q4 2025 at 925 shares worth $258K. The position accounts for 0.08% of the portfolio, ranked #103.

Yeomans Consulting Group first reported a position in VOT in Q2 2024 and has held it in 7 quarters since. The position peaked at $274K in Q2 2025. 1,075 funds tracked by Wall St. Rank hold VOT as of Q4 2025.

Yeomans Consulting Group held 925 shares of Vanguard Mid-Cap Growth ETF worth $258K as of Q4 2025.
Yeomans Consulting Group left its Vanguard Mid-Cap Growth ETF share count unchanged in Q4 2025.
Vanguard Mid-Cap Growth ETF made up 0.08% of Yeomans Consulting Group's portfolio in Q4 2025, its #103 holding.
Yeomans Consulting Group first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2024 and has held it in 7 quarters since.
Yeomans Consulting Group's Vanguard Mid-Cap Growth ETF position peaked at $274K in Q2 2025.
1,075 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.