Argent Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Argent 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	$288K	Hold	1,120	–	–	0.08%	141
2025 Q4	$313K	Hold	1,120	–	–	0.09%	143
2025 Q3	$329K	Hold	1,120	–	–	0.1%	129
2025 Q2	$319K	Hold	1,120	–	–	0.1%	129
2025 Q1	$274K	Hold	1,120	–	–	0.09%	133
2024 Q4	$284K	Hold	1,120	–	–	0.11%	116
2024 Q3	$273K	Hold	1,120	–	–	0.1%	121
2024 Q2	$257K	Hold	1,120	–	–	0.1%	121
2024 Q1	$264K	Hold	1,120	–	–	0.1%	121
2023 Q4	$246K	Hold	1,120	–	–	0.11%	121
2023 Q3	$218K	Hold	1,120	–	–	0.1%	121
2023 Q2	$230K	Hold	1,120	–	–	0.11%	118
2023 Q1	$218K	Hold	1,120	–	–	0.1%	121
2022 Q4	$201K	Buy	+1,120	New	+$203K	0.1%	131
2022 Q2	–	Sell	-1,120	Closed	-$250K	–	147
2022 Q1	$250K	Buy	1,120 +80	+8%	+$17.7K	0.13%	123
2021 Q4	$265K	Hold	1,040	–	–	0.14%	114
2021 Q3	$246K	Hold	1,040	–	–	0.14%	121
2021 Q2	$246K	Hold	1,040	–	–	0.15%	122
2021 Q1	$223K	Buy	1,040 +40	+4%	+$8.68K	0.14%	124
2020 Q4	$212K	Buy	+1,000	New	+$197K	0.13%	144

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 $58.2B AUM 22.78% 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

Argent Advisors's VOT Position: Q1 2026 in Review

Argent Advisors held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q1 2026 at 1,120 shares worth $288K. The position accounts for 0.08% of the portfolio, ranked #141.

Argent Advisors first reported a position in VOT in Q4 2020 and has held it in 20 quarters since. The position peaked at $329K in Q3 2025. 1,054 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Argent Advisors held 1,120 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $288K as of Q1 2026.
Argent Advisors left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.08% of Argent Advisors's portfolio in Q1 2026, its #141 holding.
Argent Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 20 quarters since.
Argent Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $329K in Q3 2025.
1,054 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Argent Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.