Advisory Services Network’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Advisory Services Network’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	$2.3M	Buy	8,929 +48	+0.5%	+$13.2K	0.03%	595
2025 Q4	$2.48M	Buy	8,881 +1,005	+13%	+$288K	0.04%	531
2025 Q3	$2.31M	Buy	7,876 +522	+7%	+$151K	0.03%	538
2025 Q2	$2.14M	Buy	7,354 +413	+6%	+$106K	0.03%	539
2025 Q1	$1.7M	Sell	6,941 -10,822	-61%	-$2.81M	0.03%	554
2024 Q4	$4.51M	Sell	17,763 -1,762	-9%	-$454K	0.08%	262
2024 Q3	$4.48M	Hold	19,525	–	–	0.09%	230
2024 Q2	$4.48M	Buy	19,525 +858	+5%	+$197K	0.09%	230
2024 Q1	$4.4M	Buy	18,667 +1,637	+10%	+$367K	0.1%	232
2023 Q4	$3.74M	Buy	17,030 +7,392	+77%	+$1.48M	0.09%	251
2023 Q3	$1.88M	Buy	9,638 +2,881	+43%	+$588K	0.05%	433
2023 Q2	$1.39M	Sell	6,757 -4,224	-38%	-$819K	0.04%	525
2023 Q1	$2.14M	Buy	10,981 +7,743	+239%	+$1.48M	0.06%	386
2022 Q4	$582K	Buy	3,238 +880	+37%	+$159K	0.02%	790
2022 Q3	$402K	Buy	2,358 +40	+2%	+$7.57K	0.01%	904
2022 Q2	$407K	Sell	2,318 -293	-11%	-$56.7K	0.01%	925
2022 Q1	$582K	Sell	2,611 -1,292	-33%	-$285K	0.02%	855
2021 Q4	$994K	Buy	3,903 +1,272	+48%	+$321K	0.03%	632
2021 Q3	$622K	Buy	2,631 +85	+3%	+$20.6K	0.02%	787
2021 Q2	$602K	Buy	2,546 +210	+9%	+$47.1K	0.02%	802
2021 Q1	$501K	Buy	2,336 +275	+13%	+$59.7K	0.02%	834
2020 Q4	$437K	Buy	2,061 +18	+0.9%	+$3.54K	0.02%	794
2020 Q3	$368K	Buy	2,043 +27	+1%	+$4.76K	0.02%	742
2020 Q2	$333K	Buy	2,016 +136	+7%	+$20.6K	0.02%	751
2020 Q1	$238K	Hold	1,880	–	–	0.02%	757
2019 Q4	$299K	Buy	1,880 +514	+38%	+$78.4K	0.02%	783
2019 Q3	$204K	Hold	1,366	–	–	0.01%	824
2019 Q2	$204K	Sell	1,366 -547	-29%	-$79.8K	0.01%	822
2019 Q1	$273K	Sell	1,913 -131	-6%	-$17.6K	0.02%	690
2018 Q4	$245K	Buy	2,044 +331	+19%	+$42.5K	0.02%	647
2018 Q3	$244K	Hold	1,713	–	–	0.02%	709
2018 Q2	$240K	Sell	1,713 -744	-30%	-$98.8K	0.02%	698
2018 Q1	$318K	Sell	2,457 -328	-12%	-$43.1K	0.03%	643
2017 Q4	$356K	Buy	2,785 +981	+54%	+$123K	0.03%	590
2017 Q3	$220K	Buy	1,804 +394	+28%	+$47K	0.03%	634
2017 Q2	$166K	Buy	1,410 +15	+1%	+$1.74K	0.02%	685
2017 Q1	$158K	Buy	+1,395	New	+$155K	0.02%	678
2016 Q3	$112K	Sell	1,055 -20	-2%	-$2.12K	0.02%	658
2016 Q2	$110K	Hold	1,075	–	–	0.03%	597
2016 Q1	$108K	Buy	1,075 +100	+10%	+$9.33K	0.03%	496
2015 Q4	$97K	Buy	+975	New	+$98.8K	0.03%	445

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

Advisory Services Network's VOT Position: Q1 2026 in Review

Advisory Services Network increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.54% in Q1 2026, buying an estimated $13.2K and bringing the position to 8,929 shares worth $2.3M. The position accounts for 0.03% of the portfolio, ranked #595.

Advisory Services Network first reported a position in VOT in Q4 2015 and has held it in 41 quarters since. The position peaked at $4.51M in Q4 2024. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Advisory Services Network held 8,929 shares of Vanguard Mid-Cap Growth ETF worth $2.3M as of Q1 2026.
Advisory Services Network bought 48 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $13.2K.
Vanguard Mid-Cap Growth ETF made up 0.03% of Advisory Services Network's portfolio in Q1 2026, its #595 holding.
Advisory Services Network first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2015 and has held it in 41 quarters since.
Advisory Services Network's Vanguard Mid-Cap Growth ETF position peaked at $4.51M in Q4 2024.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.