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Bouvel Investment Partners’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Bouvel Investment Partners’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
Q2 		$819K Sell
2,673
-70
-3% -$20.2K 0.19% 75
2026
Q1 		$706K Sell
2,743
-38
-1% -$10.4K 0.2% 71
2025
Q4 		$776K Buy
2,781
+276
+11% +$79K 0.22% 73
2025
Q3 		$736K Sell
2,505
-43
-2% -$12.4K 0.23% 74
2025
Q2 		$725K Sell
2,548
-11,825
-82% -$3.05M 0.25% 66
2025
Q1 		$3.5M Buy
14,373
+325
+2% +$84.5K 1.32% 31
2024
Q4 		$3.56M Sell
14,048
-325
-2% -$83.7K 1.28% 29
2024
Q3 		$3.5M Sell
14,373
-300
-2% -$69.9K 1.32% 31
2024
Q2 		$3.37M Sell
14,673
-115
-0.8% -$26.4K 1.3% 31
2024
Q1 		$3.49M Sell
14,788
-516
-3% -$116K 1.51% 22
2023
Q4 		$3.36M Sell
15,304
-450
-3% -$90K 1.57% 24
2023
Q3 		$3.07M Buy
15,754
+66
+0.4% +$13.5K 1.66% 18
2023
Q2 		$3.23M Sell
15,688
-217
-1% -$42.1K 1.77% 17
2023
Q1 		$3.1M Sell
15,905
-62
-0.4% -$11.9K 1.81% 19
2022
Q4 		$2.87M Sell
15,967
-196
-1% -$35.5K 1.85% 20
2022
Q3 		$2.76M Buy
+16,163
New +$3.06M 1.84% 18

Other funds holding VOT

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
PPW
Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return

Bouvel Investment Partners's VOT Position: Q2 2026 in Review

Bouvel Investment Partners reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 2.6% in Q2 2026, selling an estimated $20.2K and leaving 2,673 shares worth $819K. The position accounts for 0.19% of the portfolio, ranked #75.

Bouvel Investment Partners first reported a position in VOT in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.56M in Q4 2024. 333 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Bouvel Investment Partners held 2,673 shares of Vanguard Mid-Cap Growth ETF worth $819K as of Q2 2026.
  • Bouvel Investment Partners sold 70 Vanguard Mid-Cap Growth ETF shares in Q2 2026, an estimated $20.2K.
  • Vanguard Mid-Cap Growth ETF made up 0.19% of Bouvel Investment Partners's portfolio in Q2 2026, its #75 holding.
  • Bouvel Investment Partners first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • Bouvel Investment Partners's Vanguard Mid-Cap Growth ETF position peaked at $3.56M in Q4 2024.
  • 333 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Bouvel Investment Partners's 13F filing for Q2 2026, filed 17 Jul 2026.