CCWM
VOT icon

Cassaday & Co Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Cassaday & Co Wealth Management’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 		$26.9M Sell
104,402
-366
-0.3% -$100K 0.57% 19
2025
Q4 		$29.2M Sell
104,768
-1,164
-1% -$333K 0.62% 20
2025
Q3 		$31.1M Sell
105,932
-547
-0.5% -$158K 0.72% 19
2025
Q2 		$30.3M Sell
106,479
-3,607
-3% -$930K 0.76% 18
2025
Q1 		$26.9M Buy
110,086
+800
+0.7% +$208K 0.76% 17
2024
Q4 		$27.7M Sell
109,286
-2,189
-2% -$563K 0.76% 16
2024
Q3 		$27.1M Sell
111,475
-489
-0.4% -$114K 0.77% 16
2024
Q2 		$25.7M Sell
111,964
-1,332
-1% -$305K 0.81% 17
2024
Q1 		$26.7M Sell
113,296
-303
-0.3% -$67.9K 0.87% 16
2023
Q4 		$24.9M Sell
113,599
-668
-0.6% -$134K 0.86% 16
2023
Q3 		$22.3M Sell
114,267
-1,031
-0.9% -$210K 0.93% 14
2023
Q2 		$23.7M Sell
115,298
-754
-0.6% -$146K 0.94% 14
2023
Q1 		$22.6M Sell
116,052
-686
-0.6% -$131K 0.96% 14
2022
Q4 		$21M Buy
+116,738
New +$21.2M 0.97% 19

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

Cassaday & Co Wealth Management's VOT Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.35% in Q1 2026, selling an estimated $100K and leaving 104,402 shares worth $26.9M. The position accounts for 0.57% of the portfolio, ranked #19.

Cassaday & Co Wealth Management first reported a position in VOT in Q4 2022 and has held it in 14 quarters since. The position peaked at $31.1M in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Cassaday & Co Wealth Management held 104,402 shares of Vanguard Mid-Cap Growth ETF worth $26.9M as of Q1 2026.
  • Cassaday & Co Wealth Management sold 366 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $100K.
  • Vanguard Mid-Cap Growth ETF made up 0.57% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Cassaday & Co Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Cassaday & Co Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $31.1M in Q3 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.