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Blalock Williams’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Blalock Williams’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 		$285K Sell
1,107
-111
-9% -$30.5K 0.22% 101
2025
Q4 		$340K Sell
1,218
-412
-25% -$118K 0.27% 80
2025
Q3 		$479K Hold
1,630
– – 0.42% 61
2025
Q2 		$464K Sell
1,630
-66
-4% -$17K 0.46% 58
2025
Q1 		$415K Sell
1,696
-3
-0.2% -$780 0.46% 63
2024
Q4 		$431K Buy
+1,699
New +$437K 0.5% 52

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 $49B AUM 17.78% 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 $20.3B 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 $173B AUM 20.72% 1-Year Est. Return
TI
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

Blalock Williams's VOT Position: Q1 2026 in Review

Blalock Williams reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 9.1% in Q1 2026, selling an estimated $30.5K and leaving 1,107 shares worth $285K. The position accounts for 0.22% of the portfolio, ranked #101.

Blalock Williams first reported a position in VOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $479K in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Blalock Williams held 1,107 shares of Vanguard Mid-Cap Growth ETF worth $285K as of Q1 2026.
  • Blalock Williams sold 111 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $30.5K.
  • Vanguard Mid-Cap Growth ETF made up 0.22% of Blalock Williams's portfolio in Q1 2026, its #101 holding.
  • Blalock Williams first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Blalock Williams's Vanguard Mid-Cap Growth ETF position peaked at $479K in Q3 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Blalock Williams's 13F filing for Q1 2026, filed 14 May 2026.