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Axiom Financial Strategies’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Axiom Financial Strategies’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 		$23M Buy
89,466
+39,162
+78% +$10.7M 8.1% 5
2025
Q4 		$14M Buy
50,304
+1,176
+2% +$337K 5.91% 4
2025
Q3 		$14.4M Buy
+49,128
New +$14.2M 6.21% 4

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

Axiom Financial Strategies's VOT Position: Q1 2026 in Review

Axiom Financial Strategies increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 78% in Q1 2026, buying an estimated $10.7M and bringing the position to 89,466 shares worth $23M. The position accounts for 8.1% of the portfolio, ranked #5.

Axiom Financial Strategies first reported a position in VOT in Q3 2025 and has held it in 3 quarters since. 1,053 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Axiom Financial Strategies held 89,466 shares of Vanguard Mid-Cap Growth ETF worth $23M as of Q1 2026.
  • Axiom Financial Strategies bought 39,162 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $10.7M.
  • Vanguard Mid-Cap Growth ETF made up 8.1% of Axiom Financial Strategies's portfolio in Q1 2026, its #5 holding.
  • Axiom Financial Strategies first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Axiom Financial Strategies's 13F filing for Q1 2026, filed 21 Apr 2026.