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

Ascent 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	$6.9M	Sell	26,798 -624	-2%	-$171K	0.24%	92
2025 Q4	$7.65M	Sell	27,422 -189	-0.7%	-$54.1K	0.26%	81
2025 Q3	$8.11M	Buy	27,611 +2,439	+10%	+$704K	0.29%	78
2025 Q2	$7.16M	Sell	25,172 -22,725	-47%	-$5.86M	0.28%	80
2025 Q1	$11.7M	Buy	47,897 +854	+2%	+$222K	0.5%	51
2024 Q4	$11.9M	Sell	47,043 -536	-1%	-$138K	0.9%	17
2024 Q3	$11.6M	Sell	47,579 -666	-1%	-$155K	0.88%	20
2024 Q2	$11.1M	Buy	48,245 +39,983	+484%	+$9.17M	0.9%	17
2024 Q1	$1.95M	Buy	+8,262	New	+$1.85M	0.17%	179
2022 Q2	–	Sell	-927	Closed	-$207K	–	507
2022 Q1	$207K	Buy	+927	New	+$205K	0.02%	432

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

Ascent Group's VOT Position: Q1 2026 in Review

Ascent Group reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 2.3% in Q1 2026, selling an estimated $171K and leaving 26,798 shares worth $6.9M. The position accounts for 0.24% of the portfolio, ranked #92.

Ascent Group first reported a position in VOT in Q1 2022 and has held it in 10 quarters since. The position peaked at $11.9M in Q4 2024. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Ascent Group held 26,798 shares of Vanguard Mid-Cap Growth ETF worth $6.9M as of Q1 2026.
Ascent Group sold 624 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $171K.
Vanguard Mid-Cap Growth ETF made up 0.24% of Ascent Group's portfolio in Q1 2026, its #92 holding.
Ascent Group first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2022 and has held it in 10 quarters since.
Ascent Group's Vanguard Mid-Cap Growth ETF position peaked at $11.9M in Q4 2024.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

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