BHK Investment Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $25.2M | Buy |
97,828
+1,674
| +2% | +$459K | 8.41% | 7 |
|
|
2025
Q4 | $26.8M | Buy |
96,154
+10,097
| +12% | +$2.89M | 8.82% | 7 |
|
|
2025
Q3 | $25.3M | Sell |
86,057
-2,403
| -3% | -$693K | 9.45% | 3 |
|
|
2025
Q2 | $25.2M | Sell |
88,460
-760
| -0.9% | -$196K | 9.85% | 3 |
|
|
2025
Q1 | $21.8M | Sell |
89,220
-11,740
| -12% | -$3.05M | 9.23% | 5 |
|
|
2024
Q4 | $25.6M | Sell |
100,960
-1,006
| -1% | -$259K | 9.62% | 5 |
|
|
2024
Q3 | $24.8M | Sell |
101,966
-851
| -0.8% | -$198K | 9.26% | 7 |
|
|
2024
Q2 | $23.6M | Sell |
102,817
-3,561
| -3% | -$817K | 9.26% | 5 |
|
|
2024
Q1 | $25.1M | Buy |
106,378
+26,222
| +33% | +$5.87M | 9.64% | 6 |
|
|
2023
Q4 | $17.6M | Sell |
80,156
-25,855
| -24% | -$5.17M | 10.1% | 5 |
|
|
2023
Q3 | $20.6M | Buy |
106,011
+12
| +0% | +$2.45K | 9.5% | 5 |
|
|
2023
Q2 | $21.8M | Sell |
105,999
-2,320
| -2% | -$450K | 9.34% | 5 |
|
|
2023
Q1 | $21.1M | Buy |
108,319
+24,368
| +29% | +$4.67M | 9.23% | 5 |
|
|
2022
Q4 | $15.1M | Sell |
83,951
-14,125
| -14% | -$2.56M | 8.49% | 6 |
|
|
2022
Q3 | $16.7M | Sell |
98,076
-6,780
| -6% | -$1.28M | 8.4% | 7 |
|
|
2022
Q2 | $18.4M | Buy |
104,856
+11,121
| +12% | +$2.15M | 8.27% | 7 |
|
|
2022
Q1 | $20.9M | Buy |
93,735
+302
| +0.3% | +$66.7K | 8.73% | 6 |
|
|
2021
Q4 | $23.8M | Sell |
93,433
-1,059
| -1% | -$267K | 9.39% | 5 |
|
|
2021
Q3 | $22.3M | Sell |
94,492
-1,673
| -2% | -$405K | 9.2% | 4 |
|
|
2021
Q2 | $22.7M | Buy |
96,165
+4,600
| +5% | +$1.03M | 9.28% | 5 |
|
|
2021
Q1 | $19.4M | Buy |
91,565
+1
| +0% | +$217 | 9.02% | 6 |
|
|
2020
Q4 | $19.4M | Buy |
91,564
+6,984
| +8% | +$1.38M | 9.06% | 6 |
|
|
2020
Q3 | $15.2M | Sell |
84,580
-6,453
| -7% | -$1.14M | 8.58% | 4 |
|
|
2020
Q2 | $15M | Buy |
91,033
+1,835
| +2% | +$277K | 8.88% | 4 |
|
|
2020
Q1 | $11.3M | Sell |
89,198
-640
| -0.7% | -$97.2K | 8.04% | 3 |
|
|
2019
Q4 | $14.3M | Buy |
89,838
+13,832
| +18% | +$2.11M | 8.13% | 3 |
|
|
2019
Q3 | $11.3M | Sell |
76,006
-65
| -0.1% | -$9.74K | 6.5% | 2 |
|
|
2019
Q2 | $11.4M | Buy |
76,071
+1,689
| +2% | +$246K | 6.46% | 2 |
|
|
2019
Q1 | $10.6M | Buy |
74,382
+586
| +0.8% | +$78.8K | 6.44% | 2 |
|
|
2018
Q4 | $8.83M | Buy |
73,796
+2,449
| +3% | +$314K | 6.64% | 3 |
|
|
2018
Q3 | $10.2M | Sell |
71,347
-2,796
| -4% | -$392K | 6.84% | 4 |
|
|
2018
Q2 | $9.97M | Sell |
74,143
-539
| -0.7% | -$71.6K | 6.93% | 3 |
|
|
2018
Q1 | $9.68M | Buy |
74,682
+3,953
| +6% | +$519K | 7.14% | 3 |
|
|
2017
Q4 | $9.03M | Buy |
+70,729
| New | +$8.87M | 7.62% | 5 |
|
Other funds holding VOT
EWA
TI
VIA
BHK Investment Advisors's VOT Position: Q1 2026 in Review
BHK Investment Advisors increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 1.7% in Q1 2026, buying an estimated $459K and bringing the position to 97,828 shares worth $25.2M. The position accounts for 8.41% of the portfolio, ranked #7.
BHK Investment Advisors first reported a position in VOT in Q4 2017 and has held it in 34 quarters since. The position peaked at $26.8M in Q4 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.
- BHK Investment Advisors held 97,828 shares of Vanguard Mid-Cap Growth ETF worth $25.2M as of Q1 2026.
- BHK Investment Advisors bought 1,674 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $459K.
- Vanguard Mid-Cap Growth ETF made up 8.41% of BHK Investment Advisors's portfolio in Q1 2026, its #7 holding.
- BHK Investment Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2017 and has held it in 34 quarters since.
- BHK Investment Advisors's Vanguard Mid-Cap Growth ETF position peaked at $26.8M in Q4 2025.
- 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.
Based on BHK Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.