CWM
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Collaborative Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Collaborative 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 		– Sell
-2,029
Closed -$566K – 243
2025
Q4 		$566K Buy
+2,029
New +$581K 0.2% 99

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

Collaborative Wealth Management's VOT Position: Q1 2026 in Review

Collaborative Wealth Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2026, closing a stake of 2,029 shares — an estimated $566K sold.

Collaborative Wealth Management first reported a position in VOT in Q4 2025 and held it in 1 quarter. The position peaked at $566K in Q4 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Collaborative Wealth Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 2,029 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $566K.
  • Collaborative Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • Collaborative Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $566K in Q4 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.