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

Bernard 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	$1.03K	Hold	4	–	–	﹤0.01%	308
2025 Q4	$1.12K	Hold	4	–	–	﹤0.01%	302
2025 Q3	$1.18K	Hold	4	–	–	﹤0.01%	287
2025 Q2	$1.14K	Hold	4	–	–	﹤0.01%	277
2025 Q1	$979	Hold	4	–	–	﹤0.01%	350
2024 Q4	$1.01K	Buy	+4	New	+$1.03K	﹤0.01%	281

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

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

Bernard Wealth Management held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q1 2026 at 4 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Bernard Wealth Management first reported a position in VOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.18K in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Bernard Wealth Management held 4 shares of Vanguard Mid-Cap Growth ETF worth $1.03K as of Q1 2026.
Bernard Wealth Management left its Vanguard Mid-Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap Growth ETF made up ﹤0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #308 holding.
Bernard Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Bernard Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $1.18K in Q3 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.