Bridgewealth Advisory Group’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Bridgewealth Advisory Group’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	$635K	Sell	2,467 -1	-0%	-$274	0.13%	68
2025 Q4	$689K	Hold	2,468	–	–	0.15%	67
2025 Q3	$725K	Buy	2,468 +1	+0%	+$288	0.17%	58
2025 Q2	$702K	Buy	+2,467	New	+$636K	0.18%	56
2025 Q1	–	Sell	-2,467	Closed	-$675K	–	111
2024 Q4	$675K	Hold	2,467	–	–	0.19%	54
2024 Q3	$601K	Buy	2,467 +244	+11%	+$56.8K	0.22%	49
2024 Q2	$510K	Hold	2,223	–	–	0.23%	46
2024 Q1	$524K	Sell	2,223 -235	-10%	-$52.6K	0.26%	47
2023 Q4	$540K	Hold	2,458	–	–	0.41%	39
2023 Q3	$479K	Buy	2,458 +85	+4%	+$17.4K	0.59%	34
2023 Q2	$488K	Hold	2,373	–	–	0.79%	27
2023 Q1	$462K	Hold	2,373	–	–	0.85%	26
2022 Q4	$427K	Buy	+2,373	New	+$430K	0.84%	26

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

Bridgewealth Advisory Group's VOT Position: Q1 2026 in Review

Bridgewealth Advisory Group reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.04% in Q1 2026, selling an estimated $274 and leaving 2,467 shares worth $635K. The position accounts for 0.13% of the portfolio, ranked #68.

Bridgewealth Advisory Group first reported a position in VOT in Q4 2022 and has held it in 13 quarters since. The position peaked at $725K in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Bridgewealth Advisory Group held 2,467 shares of Vanguard Mid-Cap Growth ETF worth $635K as of Q1 2026.
Bridgewealth Advisory Group sold 1 Vanguard Mid-Cap Growth ETF share in Q1 2026, an estimated $274.
Vanguard Mid-Cap Growth ETF made up 0.13% of Bridgewealth Advisory Group's portfolio in Q1 2026, its #68 holding.
Bridgewealth Advisory Group first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2022 and has held it in 13 quarters since.
Bridgewealth Advisory Group's Vanguard Mid-Cap Growth ETF position peaked at $725K in Q3 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.