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Cardiff Park Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Cardiff Park Advisors’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 		$441K Sell
1,714
-1,205
-41% -$331K 0.04% 195
2025
Q4 		$815K Buy
2,919
+5
+0.2% +$1.43K 0.07% 136
2025
Q3 		$856K Buy
2,914
+2
+0.1% +$577 0.07% 136
2025
Q2 		$828K Hold
2,912
– – 0.07% 128
2025
Q1 		$712K Buy
2,912
+13
+0.4% +$3.38K 0.07% 130
2024
Q4 		$736K Buy
2,899
+48
+2% +$12.4K 0.07% 129
2024
Q3 		$694K Buy
2,851
+5
+0.2% +$1.16K 0.06% 131
2024
Q2 		$653K Hold
2,846
– – 0.06% 131
2024
Q1 		$671K Buy
2,846
+3
+0.1% +$672 0.06% 133
2023
Q4 		$624K Buy
2,843
+4
+0.1% +$800 0.07% 136
2023
Q3 		$553K Buy
2,839
+3
+0.1% +$612 0.07% 133
2023
Q2 		$584K Sell
2,836
-213
-7% -$41.3K 0.07% 133
2023
Q1 		$594K Buy
3,049
+4
+0.1% +$766 0.08% 126
2022
Q4 		$547K Buy
3,045
+1,028
+51% +$186K 0.08% 133
2022
Q3 		$344K Buy
2,017
+4
+0.2% +$757 0.05% 171
2022
Q2 		$353K Sell
2,013
-162
-7% -$31.4K 0.05% 175
2022
Q1 		$485K Buy
2,175
+438
+25% +$96.7K 0.07% 144
2021
Q4 		$442K Buy
+1,737
New +$438K 0.06% 148

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

Cardiff Park Advisors's VOT Position: Q1 2026 in Review

Cardiff Park Advisors reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 41% in Q1 2026, selling an estimated $331K and leaving 1,714 shares worth $441K. The position accounts for 0.04% of the portfolio, ranked #195.

Cardiff Park Advisors first reported a position in VOT in Q4 2021 and has held it in 18 quarters since. The position peaked at $856K in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Cardiff Park Advisors held 1,714 shares of Vanguard Mid-Cap Growth ETF worth $441K as of Q1 2026.
  • Cardiff Park Advisors sold 1,205 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $331K.
  • Vanguard Mid-Cap Growth ETF made up 0.04% of Cardiff Park Advisors's portfolio in Q1 2026, its #195 holding.
  • Cardiff Park Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Cardiff Park Advisors's Vanguard Mid-Cap Growth ETF position peaked at $856K in Q3 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.