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Base Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Base Wealth Management’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
-8,746
Closed -$2.44M – 66
2025
Q4 		$2.44M Buy
8,746
+837
+11% +$240K 1.31% 20
2025
Q3 		$2.32M Buy
7,909
+564
+8% +$163K 1.32% 19
2025
Q2 		$2.09M Buy
7,345
+947
+15% +$244K 1.34% 20
2025
Q1 		$1.57M Buy
+6,398
New +$1.66M 1.19% 20

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 $58.2B AUM 22.78% 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 $26.2B 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 $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Base Wealth Management's VOT Position: Q1 2026 in Review

Base Wealth Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2026, closing a stake of 8,746 shares — an estimated $2.44M sold.

Base Wealth Management first reported a position in VOT in Q1 2025 and held it in 4 quarters. The position peaked at $2.44M in Q4 2025. 1,057 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Base Wealth Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Base Wealth Management sold 8,746 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $2.44M.
  • Base Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2025 and held it in 4 quarters.
  • Base Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.44M in Q4 2025.
  • 1,057 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Base Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.