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Addison Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Addison Advisors’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 		$9.95M Buy
38,663
+1,364
+4% +$374K 2.2% 9
2025
Q4 		$10.4M Buy
37,299
+659
+2% +$189K 2.34% 9
2025
Q3 		$10.8M Sell
36,640
-474
-1% -$137K 2.5% 9
2025
Q2 		$10.6M Buy
37,114
+279
+0.8% +$71.9K 2.63% 8
2025
Q1 		$9.01M Buy
36,835
+808
+2% +$210K 2.46% 9
2024
Q4 		$9.14M Buy
36,027
+164
+0.5% +$42.2K 2.54% 8
2024
Q3 		$8.73M Buy
35,863
+3,409
+11% +$794K 2.43% 8
2024
Q2 		$7.45M Buy
32,454
+2,971
+10% +$681K 2.4% 7
2024
Q1 		$6.95M Buy
29,483
+26,677
+951% +$5.98M 2.39% 8
2023
Q4 		$616K Hold
2,806
– – 0.24% 76
2023
Q3 		$547K Sell
2,806
-35
-1% -$7.15K 0.25% 77
2023
Q2 		$585K Sell
2,841
-35
-1% -$6.78K 0.29% 69
2023
Q1 		$561K Sell
2,876
-52
-2% -$9.96K 0.31% 69
2022
Q4 		$526K Sell
2,928
-405
-12% -$73.4K 0.32% 66
2022
Q3 		$568K Sell
3,333
-587
-15% -$111K 0.35% 57
2022
Q2 		$687K Sell
3,920
-614
-14% -$119K 0.42% 53
2022
Q1 		$1.01M Buy
4,534
+1,711
+61% +$378K 0.55% 39
2021
Q4 		$719K Buy
2,823
+115
+4% +$29K 0.44% 47
2021
Q3 		$640K Buy
2,708
+270
+11% +$65.4K 0.51% 38
2021
Q2 		$576K Buy
+2,438
New +$547K 0.47% 41
2020
Q4 		$442K Buy
+2,083
New +$410K 0.42% 46

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
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

Addison Advisors's VOT Position: Q1 2026 in Review

Addison Advisors increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 3.7% in Q1 2026, buying an estimated $374K and bringing the position to 38,663 shares worth $9.95M. The position accounts for 2.2% of the portfolio, ranked #9.

Addison Advisors first reported a position in VOT in Q4 2020 and has held it in 21 quarters since. The position peaked at $10.8M in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Addison Advisors held 38,663 shares of Vanguard Mid-Cap Growth ETF worth $9.95M as of Q1 2026.
  • Addison Advisors bought 1,364 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $374K.
  • Vanguard Mid-Cap Growth ETF made up 2.2% of Addison Advisors's portfolio in Q1 2026, its #9 holding.
  • Addison Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2020 and has held it in 21 quarters since.
  • Addison Advisors's Vanguard Mid-Cap Growth ETF position peaked at $10.8M in Q3 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.