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Clayton Financial Group’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Clayton Financial Group’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 		$13.5M Buy
52,570
+1,446
+3% +$397K 6.95% 5
2025
Q4 		$14.3M Buy
51,124
+8,855
+21% +$2.53M 7.28% 5
2025
Q3 		$12.4M Buy
42,269
+12,147
+40% +$3.5M 9.07% 3
2025
Q2 		$8.57M Sell
30,122
-49,406
-62% -$12.7M 10.19% 3
2025
Q1 		$19.5M Buy
79,528
+1,690
+2% +$439K 7.13% 3
2024
Q4 		$19.8M Buy
77,838
+2,225
+3% +$573K 7.12% 3
2024
Q3 		$18.4M Buy
75,613
+497
+0.7% +$116K 6.89% 3
2024
Q2 		$17.7M Buy
75,116
+3,112
+4% +$714K 7.66% 3
2024
Q1 		$17M Buy
72,004
+2,463
+4% +$552K 7.72% 3
2023
Q4 		$15.3M Buy
+69,541
New +$13.9M 9.5% 3

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

Clayton Financial Group's VOT Position: Q1 2026 in Review

Clayton Financial Group increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 2.8% in Q1 2026, buying an estimated $397K and bringing the position to 52,570 shares worth $13.5M. The position accounts for 6.95% of the portfolio, ranked #5.

Clayton Financial Group first reported a position in VOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $19.8M in Q4 2024. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Clayton Financial Group held 52,570 shares of Vanguard Mid-Cap Growth ETF worth $13.5M as of Q1 2026.
  • Clayton Financial Group bought 1,446 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $397K.
  • Vanguard Mid-Cap Growth ETF made up 6.95% of Clayton Financial Group's portfolio in Q1 2026, its #5 holding.
  • Clayton Financial Group first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Clayton Financial Group's Vanguard Mid-Cap Growth ETF position peaked at $19.8M in Q4 2024.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Clayton Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.