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Choreo LLC’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Choreo LLC’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 		$2.97M Buy
11,543
+1,626
+16% +$446K 0.04% 302
2025
Q4 		$2.8M Buy
9,917
+258
+3% +$73.8K 0.04% 297
2025
Q3 		$2.84M Sell
9,659
-334
-3% -$96.4K 0.04% 296
2025
Q2 		$2.85M Buy
9,993
+246
+3% +$63.4K 0.04% 284
2025
Q1 		$2.38M Buy
9,747
+1,452
+18% +$378K 0.04% 299
2024
Q4 		$2.11M Buy
8,295
+1,261
+18% +$325K 0.03% 335
2024
Q3 		$1.7M Buy
7,034
+1,013
+17% +$236K 0.02% 404
2024
Q2 		$1.37M Buy
6,021
+2,022
+51% +$464K 0.02% 407
2024
Q1 		$943K Buy
3,999
+1,035
+35% +$232K 0.02% 291
2023
Q4 		$651K Buy
2,964
+288
+11% +$57.6K 0.02% 341
2023
Q3 		$521K Sell
2,676
-633
-19% -$129K 0.02% 278
2023
Q2 		$681K Sell
3,309
-29
-0.9% -$5.62K 0.02% 243
2023
Q1 		$650K Buy
3,338
+1,339
+67% +$256K 0.02% 258
2022
Q4 		$359K Sell
1,999
-28
-1% -$5.07K 0.02% 173
2022
Q3 		$346K Buy
2,027
+2
+0.1% +$379 0.02% 155
2022
Q2 		$355K Buy
2,025
+92
+5% +$17.8K 0.02% 152
2022
Q1 		$431K Sell
1,933
-75
-4% -$16.6K 0.02% 154
2021
Q4 		$511K Sell
2,008
-123
-6% -$31K 0.03% 142
2021
Q3 		$503K Sell
2,131
-119
-5% -$28.8K 0.03% 134
2021
Q2 		$532K Buy
2,250
+6
+0.3% +$1.35K 0.03% 128
2021
Q1 		$482K Sell
2,244
-809
-26% -$175K 0.03% 123
2020
Q4 		$647K Buy
3,053
+20
+0.7% +$3.94K 0.05% 107
2020
Q3 		$546K Buy
3,033
+17
+0.6% +$3K 0.05% 108
2020
Q2 		$498K Sell
3,016
-7
-0.2% -$1.06K 0.05% 112
2020
Q1 		$383K Buy
+3,023
New +$459K 0.05% 122

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

Choreo LLC's VOT Position: Q1 2026 in Review

Choreo LLC increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 16% in Q1 2026, buying an estimated $446K and bringing the position to 11,543 shares worth $2.97M. The position accounts for 0.04% of the portfolio, ranked #302.

Choreo LLC first reported a position in VOT in Q1 2020 and has held it in 25 quarters since. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Choreo LLC held 11,543 shares of Vanguard Mid-Cap Growth ETF worth $2.97M as of Q1 2026.
  • Choreo LLC bought 1,626 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $446K.
  • Vanguard Mid-Cap Growth ETF made up 0.04% of Choreo LLC's portfolio in Q1 2026, its #302 holding.
  • Choreo LLC first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.