Allworth Financial’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Allworth Financial’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	$11.3M	Buy	44,050 +477	+1%	+$131K	0.05%	234
2025 Q4	$12.2M	Sell	43,573 -1,127	-3%	-$323K	0.05%	206
2025 Q3	$13.1M	Sell	44,700 -682	-2%	-$197K	0.06%	173
2025 Q2	$12.9M	Buy	45,382 +778	+2%	+$201K	0.06%	169
2025 Q1	$10.9M	Sell	44,604 -606	-1%	-$158K	0.06%	163
2024 Q4	$12.3M	Sell	45,210 -1,034	-2%	-$266K	0.07%	151
2024 Q3	$11.3M	Sell	46,244 -2,858	-6%	-$666K	0.07%	131
2024 Q2	$11.4M	Sell	49,102 -1,580	-3%	-$362K	0.07%	127
2024 Q1	$12M	Buy	50,682 +550	+1%	+$123K	0.08%	103
2023 Q4	$11M	Sell	50,132 -2,879	-5%	-$576K	0.08%	107
2023 Q3	$10.3M	Sell	53,011 -2,563	-5%	-$523K	0.09%	102
2023 Q2	$11.4M	Sell	55,574 -20,694	-27%	-$4.01M	0.1%	87
2023 Q1	$14.9M	Sell	76,268 -842	-1%	-$161K	0.15%	76
2022 Q4	$13.9M	Sell	77,110 -5,799	-7%	-$1.05M	0.15%	78
2022 Q3	$14.1M	Sell	82,909 -2,761	-3%	-$523K	0.18%	70
2022 Q2	$15M	Sell	85,670 -3,839	-4%	-$743K	0.21%	66
2022 Q1	$19.9M	Sell	89,509 -176,650	-66%	-$39M	0.25%	59
2021 Q4	$67.8M	Buy	266,159 +183,342	+221%	+$46.2M	0.96%	17
2021 Q3	$19.6M	Sell	82,817 -1,332	-2%	-$322K	0.33%	45
2021 Q2	$19.9M	Sell	84,149 -1,855	-2%	-$416K	0.37%	40
2021 Q1	$18.5M	Buy	86,004 +43,399	+102%	+$9.41M	0.38%	40
2020 Q4	$9.04M	Sell	42,605 -129,493	-75%	-$25.5M	0.24%	38
2020 Q3	$31M	Buy	172,098 +13,938	+9%	+$2.46M	0.93%	20
2020 Q2	$26.1M	Sell	158,160 -40,795	-21%	-$6.17M	0.81%	20
2020 Q1	$25.2M	Buy	198,955 +194,621	+4,491%	+$29.6M	0.84%	23
2019 Q4	$688K	Buy	4,334 +1,012	+30%	+$154K	0.02%	88
2019 Q3	$492K	Buy	3,322 +16	+0.5%	+$2.4K	0.02%	97
2019 Q2	$494K	Buy	3,306 +834	+34%	+$122K	0.02%	95
2019 Q1	$353K	Buy	2,472 +43	+2%	+$5.78K	0.02%	118
2018 Q4	$291K	Buy	2,429 +12	+0.5%	+$1.54K	0.01%	124
2018 Q3	$344K	Buy	2,417 +26	+1%	+$3.64K	0.02%	117
2018 Q2	$321K	Buy	2,391 +10	+0.4%	+$1.33K	0.02%	120
2018 Q1	$309K	Sell	2,381 -787	-25%	-$103K	0.02%	92
2017 Q4	$405K	Sell	3,168 -1,360	-30%	-$171K	0.03%	70
2017 Q3	$551K	Buy	4,528 +2,629	+138%	+$313K	0.05%	58
2017 Q2	$223K	Buy	1,899 +1,793	+1,692%	+$208K	0.02%	100
2017 Q1	$12K	Hold	106	–	–	﹤0.01%	426
2016 Q4	$11K	Hold	106	–	–	﹤0.01%	394
2016 Q3	$11K	Hold	106	–	–	﹤0.01%	405
2016 Q2	$11K	Hold	106	–	–	﹤0.01%	377
2016 Q1	$11K	Hold	106	–	–	﹤0.01%	375
2015 Q4	$11K	Buy	+106	New	+$10.7K	﹤0.01%	379

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

Allworth Financial's VOT Position: Q1 2026 in Review

Allworth Financial increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 1.1% in Q1 2026, buying an estimated $131K and bringing the position to 44,050 shares worth $11.3M. The position accounts for 0.05% of the portfolio, ranked #234.

Allworth Financial first reported a position in VOT in Q4 2015 and has held it in 42 quarters since. The position peaked at $67.8M in Q4 2021. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Allworth Financial held 44,050 shares of Vanguard Mid-Cap Growth ETF worth $11.3M as of Q1 2026.
Allworth Financial bought 477 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $131K.
Vanguard Mid-Cap Growth ETF made up 0.05% of Allworth Financial's portfolio in Q1 2026, its #234 holding.
Allworth Financial first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2015 and has held it in 42 quarters since.
Allworth Financial's Vanguard Mid-Cap Growth ETF position peaked at $67.8M in Q4 2021.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.