Barrett & Company’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Barrett & Company’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	$54K	Hold	210	–	–	0.02%	277
2025 Q4	$58.6K	Hold	210	–	–	0.02%	275
2025 Q3	$61.7K	Hold	210	–	–	0.02%	270
2025 Q2	$59.7K	Hold	210	–	–	0.02%	276
2025 Q1	$51.4K	Hold	210	–	–	0.02%	265
2024 Q4	$53.3K	Hold	210	–	–	0.02%	259
2024 Q3	$51.1K	Hold	210	–	–	0.02%	258
2024 Q2	$48.2K	Hold	210	–	–	0.02%	265
2024 Q1	$49.5K	Hold	210	–	–	0.02%	272
2023 Q4	$46.1K	Sell	210 -14	-6%	-$2.8K	0.03%	261
2023 Q3	$43.6K	Hold	224	–	–	0.03%	256
2023 Q2	$46.1K	Hold	224	–	–	0.03%	256
2023 Q1	$43.7K	Hold	224	–	–	0.03%	252
2022 Q4	$40.3K	Hold	224	–	–	0.03%	249
2022 Q3	$40.3K	Buy	+224	New	+$42.4K	0.03%	249

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

Barrett & Company's VOT Position: Q1 2026 in Review

Barrett & Company held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q1 2026 at 210 shares worth $54K. The position accounts for 0.02% of the portfolio, ranked #277.

Barrett & Company first reported a position in VOT in Q3 2022 and has held it in 15 quarters since. The position peaked at $61.7K in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Barrett & Company held 210 shares of Vanguard Mid-Cap Growth ETF worth $54K as of Q1 2026.
Barrett & Company left its Vanguard Mid-Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap Growth ETF made up 0.02% of Barrett & Company's portfolio in Q1 2026, its #277 holding.
Barrett & Company first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2022 and has held it in 15 quarters since.
Barrett & Company's Vanguard Mid-Cap Growth ETF position peaked at $61.7K in Q3 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.