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

AE 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 		$1.52M Buy
5,902
+223
+4% +$61.2K 0.01% 728
2025
Q4 		$1.59M Sell
5,679
-615
-10% -$176K 0.01% 677
2025
Q3 		$1.85M Sell
6,294
-353
-5% -$102K 0.01% 590
2025
Q2 		$1.89M Sell
6,647
-2,896
-30% -$747K 0.01% 551
2025
Q1 		$2.33M Sell
9,543
-2,924
-23% -$760K 0.02% 491
2024
Q4 		$3.16M Buy
12,467
+5,429
+77% +$1.4M 0.03% 437
2024
Q3 		$1.71M Sell
7,038
-778
-10% -$181K 0.02% 573
2024
Q2 		$1.79M Sell
7,816
-375
-5% -$86K 0.02% 546
2024
Q1 		$1.93M Sell
8,191
-8,428
-51% -$1.89M 0.02% 497
2023
Q4 		$3.62M Buy
16,619
+3,032
+22% +$606K 0.02% 697
2023
Q3 		$2.65M Buy
13,587
+1,467
+12% +$300K 0.02% 751
2023
Q2 		$2.49M Sell
12,120
-1,344
-10% -$260K 0.02% 773
2023
Q1 		$2.62M Sell
13,464
-2,745
-17% -$526K 0.02% 702
2022
Q4 		$2.91M Sell
16,209
-16,679
-51% -$3.02M 0.02% 623
2022
Q3 		$5.61M Sell
32,888
-2,022
-6% -$383K 0.04% 408
2022
Q2 		$6.12M Sell
34,910
-39,163
-53% -$7.58M 0.05% 375
2022
Q1 		$16.5M Sell
74,073
-6,401
-8% -$1.41M 0.11% 180
2021
Q4 		$20.5M Buy
80,474
+2,833
+4% +$714K 0.14% 150
2021
Q3 		$18.3M Sell
77,641
-193,327
-71% -$46.8M 0.15% 147
2021
Q2 		$64M Buy
270,968
+18,323
+7% +$4.11M 0.56% 31
2021
Q1 		$54.2M Buy
252,645
+44,298
+21% +$9.61M 0.55% 34
2020
Q4 		$44.2M Buy
208,347
+170,846
+456% +$33.6M 0.5% 38
2020
Q3 		$6.76M Buy
37,501
+3,863
+11% +$681K 0.1% 189
2020
Q2 		$5.55M Buy
33,638
+4,925
+17% +$745K 0.09% 209
2020
Q1 		$3.64M Sell
28,713
-1,691
-6% -$257K 0.08% 213
2019
Q4 		$4.83M Sell
30,404
-1,592
-5% -$243K 0.1% 181
2019
Q3 		$4.74M Buy
31,996
+2,237
+8% +$335K 0.14% 149
2019
Q2 		$4.44M Buy
29,759
+18,177
+157% +$2.65M 0.13% 135
2019
Q1 		$1.65M Buy
11,582
+8,863
+326% +$1.19M 0.11% 155
2018
Q4 		$325K Sell
2,719
-16,096
-86% -$2.07M 0.06% 331
2018
Q3 		$2.68M Buy
18,815
+2,676
+17% +$375K 0.15% 111
2018
Q2 		$2.17M Buy
16,139
+12,498
+343% +$1.66M 0.15% 95
2018
Q1 		$472K Buy
3,641
+1,077
+42% +$141K 0.04% 260
2017
Q4 		$327K Sell
2,564
-11
-0.4% -$1.38K 0.03% 299
2017
Q3 		$314K Buy
+2,575
New +$307K 0.03% 300

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

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

AE Wealth Management increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 3.9% in Q1 2026, buying an estimated $61.2K and bringing the position to 5,902 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #728.

AE Wealth Management first reported a position in VOT in Q3 2017 and has held it in 35 quarters since. The position peaked at $64M in Q2 2021. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • AE Wealth Management held 5,902 shares of Vanguard Mid-Cap Growth ETF worth $1.52M as of Q1 2026.
  • AE Wealth Management bought 223 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $61.2K.
  • Vanguard Mid-Cap Growth ETF made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #728 holding.
  • AE Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2017 and has held it in 35 quarters since.
  • AE Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $64M in Q2 2021.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

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