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

Arete Wealth 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 		– Sell
-1,281
Closed -$358K – 735
2025
Q4 		$358K Sell
1,281
-1,240
-49% -$355K 0.02% 536
2025
Q3 		$739K Sell
2,521
-175
-6% -$50.5K 0.05% 343
2025
Q2 		$767K Buy
2,696
+110
+4% +$28.4K 0.05% 301
2025
Q1 		$633K Buy
2,586
+424
+20% +$110K 0.05% 327
2024
Q4 		$550K Hold
2,162
– – 0.04% 389
2024
Q3 		$524K Sell
2,162
-164
-7% -$38.2K 0.04% 367
2024
Q2 		$533K Buy
+2,326
New +$533K 0.04% 375
2024
Q1 		– Sell
-2,271
Closed -$499K – 739
2023
Q4 		$499K Buy
+2,271
New +$454K 0.04% 403
2023
Q3 		– Sell
-1,903
Closed -$391K – 731
2023
Q2 		$391K Buy
1,903
+523
+38% +$101K 0.03% 420
2023
Q1 		$269K Buy
+1,380
New +$264K 0.02% 501
2022
Q4 		– Sell
-1,295
Closed -$221K – 714
2022
Q3 		$221K Sell
1,295
-52,749
-98% -$9.98M 0.02% 495
2022
Q2 		$4.97M Buy
+54,044
New +$10.5M 0.5% 50

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

Arete Wealth Advisors's VOT Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2026, closing a stake of 1,281 shares — an estimated $358K sold.

Arete Wealth Advisors first reported a position in VOT in Q2 2022 and held it in 12 quarters. The position peaked at $4.97M in Q2 2022. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,281 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $358K.
  • Arete Wealth Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2022 and held it in 12 quarters.
  • Arete Wealth Advisors's Vanguard Mid-Cap Growth ETF position peaked at $4.97M in Q2 2022.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.