AmeriFlex Group’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

AmeriFlex Group’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	$1.25M	Sell	4,860 -485	-9%	-$133K	0.63%	28
2025 Q4	$1.49M	Sell	5,345 -5,329	-50%	-$1.53M	0.77%	24
2025 Q3	$3.14M	Buy	10,674 +4,976	+87%	+$1.44M	1.18%	19
2025 Q2	$1.6M	Buy	5,698 +85	+2%	+$21.9K	0.84%	26
2025 Q1	$1.37M	Buy	5,613 +654	+13%	+$170K	0.56%	37
2024 Q4	$1.34M	Buy	+4,959	New	+$1.28M	0.61%	36

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

AmeriFlex Group's VOT Position: Q1 2026 in Review

AmeriFlex Group reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 9.1% in Q1 2026, selling an estimated $133K and leaving 4,860 shares worth $1.25M. The position accounts for 0.63% of the portfolio, ranked #28.

AmeriFlex Group first reported a position in VOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.14M in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

AmeriFlex Group held 4,860 shares of Vanguard Mid-Cap Growth ETF worth $1.25M as of Q1 2026.
AmeriFlex Group sold 485 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $133K.
Vanguard Mid-Cap Growth ETF made up 0.63% of AmeriFlex Group's portfolio in Q1 2026, its #28 holding.
AmeriFlex Group first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's Vanguard Mid-Cap Growth ETF position peaked at $3.14M in Q3 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.