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Concord Wealth Partners’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Concord Wealth Partners’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
-458
Closed -$128K – 770
2025
Q4 		$128K Buy
458
+308
+205% +$88.1K 0.02% 232
2025
Q3 		$44K Sell
150
-378
-72% -$109K 0.01% 354
2025
Q2 		$150K Buy
528
+378
+252% +$97.5K 0.02% 228
2025
Q1 		$36.6K Buy
150
+1
+0.7% +$260 0.01% 367
2024
Q4 		$37.9K Sell
149
-321
-68% -$82.6K 0.01% 374
2024
Q3 		$114K Buy
470
+230
+96% +$53.6K 0.02% 249
2024
Q2 		$55.1K Sell
240
-361
-60% -$82.8K 0.01% 299
2024
Q1 		$142K Buy
601
+185
+44% +$41.4K 0.03% 237
2023
Q4 		$91.4K Sell
416
-588
-59% -$118K 0.02% 284
2023
Q3 		$196K Buy
1,004
+26
+3% +$5.31K 0.04% 199
2023
Q2 		$201K Buy
978
+78
+9% +$15.1K 0.04% 195
2023
Q1 		$175K Sell
900
-245
-21% -$46.9K 0.05% 181
2022
Q4 		$206K Sell
1,145
-129
-10% -$23.4K 0.06% 159
2022
Q3 		$217K Sell
1,274
-4,027
-76% -$762K 0.07% 150
2022
Q2 		$930K Buy
5,301
+299
+6% +$57.9K 0.26% 56
2022
Q1 		$1.11M Buy
5,002
+62
+1% +$13.7K 0.29% 45
2021
Q4 		$1.26M Buy
4,940
+2,071
+72% +$522K 0.31% 40
2021
Q3 		$678K Sell
2,869
-1,594
-36% -$386K 0.28% 28
2021
Q2 		$1.05M Buy
4,463
+989
+28% +$222K 0.3% 30
2021
Q1 		$745K Buy
3,474
+3,415
+5,788% +$741K 0.25% 39
2020
Q4 		$13K Buy
+59
New +$11.6K 0.01% 351

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

Concord Wealth Partners's VOT Position: Q1 2026 in Review

Concord Wealth Partners sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2026, closing a stake of 458 shares — an estimated $128K sold.

Concord Wealth Partners first reported a position in VOT in Q4 2020 and held it in 21 quarters. The position peaked at $1.26M in Q4 2021. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Concord Wealth Partners reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 458 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $128K.
  • Concord Wealth Partners first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2020 and held it in 21 quarters.
  • Concord Wealth Partners's Vanguard Mid-Cap Growth ETF position peaked at $1.26M in Q4 2021.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.