49 Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

49 Wealth Management’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
2026 Q1	$355K	Sell	1,381 -163	-11%	-$44.7K	0.03%	138
2025 Q4	$431K	Buy	1,544 +39	+3%	+$11.2K	0.04%	122
2025 Q3	$442K	Sell	1,505 -37	-2%	-$10.7K	0.04%	107
2025 Q2	$439K	Buy	+1,542	New	+$398K	0.05%	94
2024 Q4	–	Sell	-865	Closed	-$211K	–	194
2024 Q3	$211K	Sell	865 -688	-44%	-$160K	0.03%	154
2024 Q2	$355K	Sell	1,553 -57	-4%	-$13.1K	0.07%	102
2024 Q1	$378K	Sell	1,610 -86	-5%	-$19.3K	0.08%	76
2023 Q4	$372K	Buy	+1,696	New	+$339K	0.1%	71

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $4.48B AUM 13.76% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

49 Wealth Management's VOT Position: Q1 2026 in Review

49 Wealth Management reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 11% in Q1 2026, selling an estimated $44.7K and leaving 1,381 shares worth $355K. The position accounts for 0.03% of the portfolio, ranked #138.

49 Wealth Management first reported a position in VOT in Q4 2023 and has held it in 8 quarters since. The position peaked at $442K in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

49 Wealth Management held 1,381 shares of Vanguard Mid-Cap Growth ETF worth $355K as of Q1 2026.
49 Wealth Management sold 163 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $44.7K.
Vanguard Mid-Cap Growth ETF made up 0.03% of 49 Wealth Management's portfolio in Q1 2026, its #138 holding.
49 Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2023 and has held it in 8 quarters since.
49 Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $442K in Q3 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.