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AssuredPartners Investment Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

AssuredPartners Investment 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
-1,851
Closed -$517K – 433
2025
Q4 		$517K Buy
+1,851
New +$530K 0.08% 203

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

AssuredPartners Investment Advisors's VOT Position: Q1 2026 in Review

AssuredPartners Investment Advisors sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2026, closing a stake of 1,851 shares — an estimated $517K sold.

AssuredPartners Investment Advisors first reported a position in VOT in Q4 2025 and held it in 1 quarter. The position peaked at $517K in Q4 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • AssuredPartners Investment Advisors reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • AssuredPartners Investment Advisors sold 1,851 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $517K.
  • AssuredPartners Investment Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • AssuredPartners Investment Advisors's Vanguard Mid-Cap Growth ETF position peaked at $517K in Q4 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.