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Caldwell Trust’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Caldwell Trust’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 		$347K Buy
1,348
+67
+5% +$18.4K 0.03% 267
2025
Q4 		$358K Buy
1,281
+54
+4% +$15.5K 0.03% 259
2025
Q3 		$360K Buy
1,227
+26
+2% +$7.5K 0.03% 258
2025
Q2 		$342K Sell
1,201
-11
-0.9% -$2.84K 0.03% 257
2025
Q1 		$297K Buy
1,212
+24
+2% +$6.24K 0.03% 267
2024
Q4 		$301K Buy
1,188
+128
+12% +$32.9K 0.03% 268
2024
Q3 		$258K Buy
1,060
+24
+2% +$5.59K 0.03% 291
2024
Q2 		$238K Sell
1,036
-62
-6% -$14.2K 0.03% 293
2024
Q1 		$259K Buy
1,098
+4
+0.4% +$896 0.03% 283
2023
Q4 		$240K Sell
1,094
-68
-6% -$13.6K 0.03% 281
2023
Q3 		$226K Buy
1,162
+160
+16% +$32.7K 0.03% 273
2023
Q2 		$206K Hold
1,002
– – 0.03% 291
2023
Q1 		$195K Buy
1,002
+214
+27% +$41K 0.03% 283
2022
Q4 		$142K Buy
788
+85
+12% +$15.4K 0.02% 315
2022
Q3 		$120K Buy
703
+26
+4% +$4.92K 0.02% 325
2022
Q2 		$119K Buy
677
+213
+46% +$41.2K 0.02% 340
2022
Q1 		$103K Sell
464
-150
-24% -$33.1K 0.01% 361
2021
Q4 		$156K Buy
614
+13
+2% +$3.28K 0.02% 317
2021
Q3 		$142K Buy
601
+195
+48% +$47.2K 0.02% 318
2021
Q2 		$96K Buy
406
+98
+32% +$22K 0.01% 373
2021
Q1 		$66.1K Buy
308
+245
+389% +$53.1K 0.01% 400
2020
Q4 		$13.4K Buy
+63
New +$12.4K ﹤0.01% 594

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

Caldwell Trust's VOT Position: Q1 2026 in Review

Caldwell Trust increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 5.2% in Q1 2026, buying an estimated $18.4K and bringing the position to 1,348 shares worth $347K. The position accounts for 0.03% of the portfolio, ranked #267.

Caldwell Trust first reported a position in VOT in Q4 2020 and has held it in 22 quarters since. The position peaked at $360K in Q3 2025. 1,053 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Caldwell Trust held 1,348 shares of Vanguard Mid-Cap Growth ETF worth $347K as of Q1 2026.
  • Caldwell Trust bought 67 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $18.4K.
  • Vanguard Mid-Cap Growth ETF made up 0.03% of Caldwell Trust's portfolio in Q1 2026, its #267 holding.
  • Caldwell Trust first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Caldwell Trust's Vanguard Mid-Cap Growth ETF position peaked at $360K in Q3 2025.
  • 1,053 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.