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

Atomi Financial 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 		$905K Buy
3,517
+32
+0.9% +$8.78K 0.03% 467
2025
Q4 		$973K Buy
3,485
+480
+16% +$137K 0.03% 420
2025
Q3 		$883K Buy
3,005
+1,915
+176% +$552K 0.03% 424
2025
Q2 		$310K Sell
1,090
-509
-32% -$131K 0.01% 797
2025
Q1 		$391K Buy
1,599
+236
+17% +$61.4K 0.02% 642
2024
Q4 		$346K Buy
+1,363
New +$351K 0.02% 648
2024
Q3 		– Sell
-2,695
Closed -$619K – 938
2024
Q2 		$619K Buy
+2,695
New +$618K 0.05% 327

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

Atomi Financial Group's VOT Position: Q1 2026 in Review

Atomi Financial Group increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.92% in Q1 2026, buying an estimated $8.78K and bringing the position to 3,517 shares worth $905K. The position accounts for 0.03% of the portfolio, ranked #467.

Atomi Financial Group first reported a position in VOT in Q2 2024 and has held it in 7 quarters since. The position peaked at $973K in Q4 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Atomi Financial Group held 3,517 shares of Vanguard Mid-Cap Growth ETF worth $905K as of Q1 2026.
  • Atomi Financial Group bought 32 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $8.78K.
  • Vanguard Mid-Cap Growth ETF made up 0.03% of Atomi Financial Group's portfolio in Q1 2026, its #467 holding.
  • Atomi Financial Group first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2024 and has held it in 7 quarters since.
  • Atomi Financial Group's Vanguard Mid-Cap Growth ETF position peaked at $973K in Q4 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.