Aspiriant LLC’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Aspiriant LLC’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	$470K	Sell	1,828 -570	-24%	-$156K	0.01%	227
2025 Q4	$669K	Hold	2,398	–	–	0.02%	190
2025 Q3	$705K	Hold	2,398	–	–	0.02%	176
2025 Q2	$682K	Hold	2,398	–	–	0.02%	174
2025 Q1	$587K	Buy	2,398 +570	+31%	+$148K	0.02%	176
2024 Q4	$464K	Hold	1,828	–	–	0.02%	195
2024 Q3	$445K	Hold	1,828	–	–	0.02%	196
2024 Q2	$420K	Buy	+1,828	New	+$419K	0.02%	197
2023 Q2	–	Sell	-2,427	Closed	-$473K	–	296
2023 Q1	$473K	Buy	+2,427	New	+$465K	0.02%	183

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

Aspiriant LLC's VOT Position: Q1 2026 in Review

Aspiriant LLC reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 24% in Q1 2026, selling an estimated $156K and leaving 1,828 shares worth $470K. The position accounts for 0.01% of the portfolio, ranked #227.

Aspiriant LLC first reported a position in VOT in Q1 2023 and has held it in 9 quarters since. The position peaked at $705K in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Aspiriant LLC held 1,828 shares of Vanguard Mid-Cap Growth ETF worth $470K as of Q1 2026.
Aspiriant LLC sold 570 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $156K.
Vanguard Mid-Cap Growth ETF made up 0.01% of Aspiriant LLC's portfolio in Q1 2026, its #227 holding.
Aspiriant LLC first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2023 and has held it in 9 quarters since.
Aspiriant LLC's Vanguard Mid-Cap Growth ETF position peaked at $705K in Q3 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.