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

Cooksen Wealth’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	$2.27M	Sell	8,804 -73	-0.8%	-$20K	1.65%	20
2025 Q4	$2.48M	Buy	8,877 +36	+0.4%	+$10.3K	1.81%	17
2025 Q3	$2.6M	Sell	8,841 -1,335	-13%	-$385K	1.94%	17
2025 Q2	$2.89M	Sell	10,176 -625	-6%	-$161K	2.33%	13
2025 Q1	$2.55M	Buy	10,801 +875	+9%	+$228K	2.58%	14
2024 Q4	$2.52M	Sell	9,926 -358	-3%	-$92.1K	2.32%	15
2024 Q3	$2.5M	Sell	10,284 -837	-8%	-$195K	2.34%	15
2024 Q2	$2.55M	Buy	11,121 +320	+3%	+$73.4K	2.58%	14
2024 Q1	$2.55M	Buy	10,801 +304	+3%	+$68.1K	2.65%	14
2023 Q4	$2.3M	Buy	+10,497	New	+$2.1M	2.62%	14

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Cooksen Wealth's VOT Position: Q1 2026 in Review

Cooksen Wealth reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.82% in Q1 2026, selling an estimated $20K and leaving 8,804 shares worth $2.27M. The position accounts for 1.65% of the portfolio, ranked #20.

Cooksen Wealth first reported a position in VOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.89M in Q2 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Cooksen Wealth held 8,804 shares of Vanguard Mid-Cap Growth ETF worth $2.27M as of Q1 2026.
Cooksen Wealth sold 73 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $20K.
Vanguard Mid-Cap Growth ETF made up 1.65% of Cooksen Wealth's portfolio in Q1 2026, its #20 holding.
Cooksen Wealth first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Cooksen Wealth's Vanguard Mid-Cap Growth ETF position peaked at $2.89M in Q2 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Cooksen Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.