Bare Financial Services’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Bare Financial Services’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	$8.51M	Buy	33,059 +2,313	+8%	+$635K	2.25%	15
2025 Q4	$8.58M	Buy	30,746 +2,237	+8%	+$640K	2.39%	15
2025 Q3	$8.38M	Buy	28,509 +2,019	+8%	+$582K	2.5%	16
2025 Q2	$7.53M	Buy	26,490 +4,817	+22%	+$1.24M	2.54%	14
2025 Q1	$5.3M	Buy	21,673 +1,794	+9%	+$466K	2.04%	14
2024 Q4	$5.04M	Buy	19,879 +3,758	+23%	+$967K	2.03%	15
2024 Q3	$3.92M	Buy	16,121 +2,621	+19%	+$610K	1.61%	17
2024 Q2	$3.15M	Buy	13,500 +6,712	+99%	+$1.54M	1.66%	19
2024 Q1	$1.52M	Buy	6,788 +5,743	+550%	+$1.29M	1.46%	19
2023 Q4	$229K	Buy	+1,045	New	+$209K	0.46%	23

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

Bare Financial Services's VOT Position: Q1 2026 in Review

Bare Financial Services increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 7.5% in Q1 2026, buying an estimated $635K and bringing the position to 33,059 shares worth $8.51M. The position accounts for 2.25% of the portfolio, ranked #15.

Bare Financial Services first reported a position in VOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.58M in Q4 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Bare Financial Services held 33,059 shares of Vanguard Mid-Cap Growth ETF worth $8.51M as of Q1 2026.
Bare Financial Services bought 2,313 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $635K.
Vanguard Mid-Cap Growth ETF made up 2.25% of Bare Financial Services's portfolio in Q1 2026, its #15 holding.
Bare Financial Services first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Bare Financial Services's Vanguard Mid-Cap Growth ETF position peaked at $8.58M in Q4 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

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