Cardinal Strategic Wealth Guidance’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Cardinal Strategic Wealth Guidance’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	–	Sell	-44	Closed	-$12.3K	–	64
2025 Q4	$12.3K	Hold	44	–	–	﹤0.01%	57
2025 Q3	$12.9K	Hold	44	–	–	﹤0.01%	57
2025 Q2	$12.5K	Hold	44	–	–	﹤0.01%	59
2025 Q1	$10.8K	Hold	44	–	–	﹤0.01%	60
2024 Q4	$11.2K	Buy	+44	New	+$11.3K	﹤0.01%	79
2023 Q4	–	Sell	-26	Closed	-$5.06K	–	87
2023 Q3	$5.06K	Hold	26	–	–	﹤0.01%	79
2023 Q2	$5.35K	Buy	26 +1	+4%	+$194	﹤0.01%	74
2023 Q1	$4.87K	Buy	25 +20	+400%	+$3.83K	﹤0.01%	76
2022 Q4	$899	Hold	5	–	–	﹤0.01%	87
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	84
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	93
2022 Q1	$1K	Buy	+5	New	+$1.1K	﹤0.01%	91

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

Cardinal Strategic Wealth Guidance's VOT Position: Q1 2026 in Review

Cardinal Strategic Wealth Guidance sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2026, closing a stake of 44 shares — an estimated $12.3K sold.

Cardinal Strategic Wealth Guidance first reported a position in VOT in Q1 2022 and held it in 12 quarters. The position peaked at $12.9K in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Cardinal Strategic Wealth Guidance reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Cardinal Strategic Wealth Guidance sold 44 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $12.3K.
Cardinal Strategic Wealth Guidance first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2022 and held it in 12 quarters.
Cardinal Strategic Wealth Guidance's Vanguard Mid-Cap Growth ETF position peaked at $12.9K in Q3 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2026, filed 20 Apr 2026.