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Cozad Asset Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Cozad Asset 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 		$1.67M Buy
6,502
+446
+7% +$122K 0.13% 166
2025
Q4 		$1.69M Buy
6,056
+397
+7% +$114K 0.13% 163
2025
Q3 		$1.66M Buy
5,659
+319
+6% +$92K 0.13% 162
2025
Q2 		$1.52M Buy
5,340
+19
+0.4% +$4.9K 0.13% 164
2025
Q1 		$1.3M Sell
5,321
-16
-0.3% -$4.16K 0.13% 163
2024
Q4 		$1.35M Sell
5,337
-5
-0.1% -$1.29K 0.13% 164
2024
Q3 		$1.3M Buy
5,342
+2
+0% +$466 0.12% 168
2024
Q2 		$1.23M Hold
5,340
– – 0.12% 170
2024
Q1 		$1.26M Buy
5,340
+1
+0% +$224 0.13% 170
2023
Q4 		$1.17M Sell
5,339
-534
-9% -$107K 0.14% 163
2023
Q3 		$1.14M Buy
5,873
+100
+2% +$20.4K 0.15% 161
2023
Q2 		$1.19M Buy
5,773
+689
+14% +$134K 0.15% 158
2023
Q1 		$991K Sell
5,084
-150
-3% -$28.7K 0.13% 173
2022
Q4 		$941K Sell
5,234
-120
-2% -$21.7K 0.13% 176
2022
Q3 		$913K Sell
5,354
-84
-2% -$15.9K 0.15% 166
2022
Q2 		$954K Sell
5,438
-50
-0.9% -$9.68K 0.15% 161
2022
Q1 		$1.22M Sell
5,488
-235
-4% -$51.9K 0.17% 145
2021
Q4 		$1.46M Buy
5,723
+28
+0.5% +$7.06K 0.21% 123
2021
Q3 		$1.35M Sell
5,695
-200
-3% -$48.4K 0.21% 123
2021
Q2 		$1.39M Buy
5,895
+200
+4% +$44.9K 0.22% 120
2021
Q1 		$1.22M Sell
5,695
-500
-8% -$108K 0.2% 126
2020
Q4 		$1.31M Sell
6,195
-600
-9% -$118K 0.23% 115
2020
Q3 		$1.22M Sell
6,795
-350
-5% -$61.7K 0.23% 115
2020
Q2 		$1.18M Buy
+7,145
New +$1.08M 0.24% 116

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

Cozad Asset Management's VOT Position: Q1 2026 in Review

Cozad Asset Management increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 7.4% in Q1 2026, buying an estimated $122K and bringing the position to 6,502 shares worth $1.67M. The position accounts for 0.13% of the portfolio, ranked #166.

Cozad Asset Management first reported a position in VOT in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.69M in Q4 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Cozad Asset Management held 6,502 shares of Vanguard Mid-Cap Growth ETF worth $1.67M as of Q1 2026.
  • Cozad Asset Management bought 446 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $122K.
  • Vanguard Mid-Cap Growth ETF made up 0.13% of Cozad Asset Management's portfolio in Q1 2026, its #166 holding.
  • Cozad Asset Management first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • Cozad Asset Management's Vanguard Mid-Cap Growth ETF position peaked at $1.69M in Q4 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Cozad Asset Management's 13F filing for Q1 2026, filed 28 May 2026.