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

Arkadios 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 		$2.42M Buy
9,419
+2,336
+33% +$641K 0.04% 442
2025
Q4 		$1.98M Buy
7,083
+657
+10% +$188K 0.04% 453
2025
Q3 		$1.89M Buy
6,426
+668
+12% +$193K 0.05% 414
2025
Q2 		$1.64M Buy
5,758
+425
+8% +$110K 0.05% 401
2025
Q1 		$1.3M Buy
5,333
+400
+8% +$104K 0.05% 385
2024
Q4 		$1.25M Sell
4,933
-19
-0.4% -$4.89K 0.07% 285
2024
Q3 		$1.21M Buy
4,952
+47
+1% +$10.9K 0.07% 282
2024
Q2 		$1.13M Buy
4,905
+3,928
+402% +$901K 0.08% 255
2024
Q1 		$230K Sell
977
-3
-0.3% -$672 0.02% 618
2023
Q4 		$215K Buy
+980
New +$196K 0.02% 632
2021
Q4 		– Sell
-670
Closed -$158K – 1750
2021
Q3 		$158K Sell
670
-270
-29% -$65.4K 0.02% 569
2021
Q2 		$222K Buy
940
+33
+4% +$7.4K 0.03% 509
2021
Q1 		$194K Buy
907
+70
+8% +$15.2K 0.03% 420
2020
Q4 		$177K Buy
837
+767
+1,096% +$151K 0.04% 343
2020
Q3 		$13.3K Hold
70
– – 0.01% 683
2020
Q2 		$11.8K Hold
70
– – 0.01% 651
2020
Q1 		$8.87K Hold
70
– – 0.01% 664
2019
Q4 		$11.8K Buy
+70
New +$10.7K 0.01% 556

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

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

Arkadios Wealth Advisors increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 33% in Q1 2026, buying an estimated $641K and bringing the position to 9,419 shares worth $2.42M. The position accounts for 0.04% of the portfolio, ranked #442.

Arkadios Wealth Advisors first reported a position in VOT in Q4 2019 and has held it in 18 quarters since. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Arkadios Wealth Advisors held 9,419 shares of Vanguard Mid-Cap Growth ETF worth $2.42M as of Q1 2026.
  • Arkadios Wealth Advisors bought 2,336 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $641K.
  • Vanguard Mid-Cap Growth ETF made up 0.04% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #442 holding.
  • Arkadios Wealth Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2019 and has held it in 18 quarters since.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

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