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Compton Wealth Advisory Group’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Compton Wealth Advisory 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 		$12.1M Buy
46,341
+547
+1% +$150K 2.69% 12
2025
Q4 		$12.8M Sell
45,794
-751
-2% -$215K 2.79% 12
2025
Q3 		$13.7M Sell
46,545
-376
-0.8% -$108K 3.17% 10
2025
Q2 		$13.3M Buy
46,921
+525
+1% +$135K 3.38% 9
2025
Q1 		$11.4M Sell
46,396
-642
-1% -$167K 3.15% 10
2024
Q4 		$11.9M Buy
47,038
+7,532
+19% +$1.94M 3.08% 10
2024
Q3 		$9.62M Buy
39,506
+793
+2% +$185K 2.43% 11
2024
Q2 		$8.89M Buy
38,713
+633
+2% +$145K 2.37% 12
2024
Q1 		$8.98M Buy
38,080
+2,925
+8% +$655K 2.46% 13
2023
Q4 		$7.72M Buy
35,155
+8,165
+30% +$1.63M 2.42% 13
2023
Q3 		$5.26M Sell
26,990
-23,137
-46% -$4.72M 1.8% 13
2023
Q2 		$10.3M Buy
50,127
+514
+1% +$99.6K 3.44% 11
2023
Q1 		$9.67M Buy
49,613
+14,318
+41% +$2.74M 3.34% 13
2022
Q4 		$6.34M Sell
35,295
-9,550
-21% -$1.73M 2.47% 12
2022
Q3 		$7.65M Buy
44,845
+4,981
+12% +$943K 3.25% 12
2022
Q2 		$6.99M Buy
39,864
+11,420
+40% +$2.21M 3.01% 11
2022
Q1 		$6.34M Buy
28,444
+2,331
+9% +$515K 2.44% 13
2021
Q4 		$6.65M Buy
26,113
+345
+1% +$87K 2.85% 13
2021
Q3 		$6.09M Buy
25,768
+127
+0.5% +$30.7K 2.86% 10
2021
Q2 		$6.06M Buy
25,641
+3,178
+14% +$713K 2.83% 11
2021
Q1 		$4.82M Buy
22,463
+96
+0.4% +$20.8K 2.76% 12
2020
Q4 		$4.74M Buy
22,367
+930
+4% +$183K 2.95% 12
2020
Q3 		$3.86M Buy
21,437
+18,192
+561% +$3.21M 2.89% 12
2020
Q2 		$536K Buy
+3,245
New +$491K 0.57% 47

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

Compton Wealth Advisory Group's VOT Position: Q1 2026 in Review

Compton Wealth Advisory Group increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 1.2% in Q1 2026, buying an estimated $150K and bringing the position to 46,341 shares worth $12.1M. The position accounts for 2.69% of the portfolio, ranked #12.

Compton Wealth Advisory Group first reported a position in VOT in Q2 2020 and has held it in 24 quarters since. The position peaked at $13.7M in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Compton Wealth Advisory Group held 46,341 shares of Vanguard Mid-Cap Growth ETF worth $12.1M as of Q1 2026.
  • Compton Wealth Advisory Group bought 547 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $150K.
  • Vanguard Mid-Cap Growth ETF made up 2.69% of Compton Wealth Advisory Group's portfolio in Q1 2026, its #12 holding.
  • Compton Wealth Advisory Group first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • Compton Wealth Advisory Group's Vanguard Mid-Cap Growth ETF position peaked at $13.7M in Q3 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q1 2026, filed 14 Apr 2026.