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VOT icon

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

CreativeOne 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 		$572K Sell
2,223
-176
-7% -$48.3K 0.01% 755
2025
Q4 		$670K Sell
2,399
-981
-29% -$281K 0.02% 684
2025
Q3 		$993K Buy
3,380
+232
+7% +$66.9K 0.02% 554
2025
Q2 		$895K Buy
3,148
+507
+19% +$131K 0.02% 565
2025
Q1 		$646K Sell
2,641
-884
-25% -$230K 0.02% 609
2024
Q4 		$895K Buy
3,525
+576
+20% +$148K 0.03% 505
2024
Q3 		$718K Buy
2,949
+879
+42% +$205K 0.02% 522
2024
Q2 		$475K Sell
2,070
-909
-31% -$208K 0.02% 490
2024
Q1 		$703K Buy
2,979
+1,649
+124% +$369K 0.03% 468
2023
Q4 		$292K Sell
1,330
-1,805
-58% -$361K 0.02% 514
2023
Q3 		$611K Sell
3,135
-861
-22% -$176K 0.04% 305
2023
Q2 		$822K Buy
3,996
+2,860
+252% +$554K 0.04% 366
2023
Q1 		$221K Buy
+1,136
New +$217K 0.01% 722
2022
Q1 		– Sell
-3,645
Closed -$928K – 826
2021
Q4 		$928K Buy
+3,645
New +$919K 0.05% 302

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

CreativeOne Wealth's VOT Position: Q1 2026 in Review

CreativeOne Wealth reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 7.3% in Q1 2026, selling an estimated $48.3K and leaving 2,223 shares worth $572K. The position accounts for 0.01% of the portfolio, ranked #755.

CreativeOne Wealth first reported a position in VOT in Q4 2021 and has held it in 14 quarters since. The position peaked at $993K in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • CreativeOne Wealth held 2,223 shares of Vanguard Mid-Cap Growth ETF worth $572K as of Q1 2026.
  • CreativeOne Wealth sold 176 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $48.3K.
  • Vanguard Mid-Cap Growth ETF made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #755 holding.
  • CreativeOne Wealth first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2021 and has held it in 14 quarters since.
  • CreativeOne Wealth's Vanguard Mid-Cap Growth ETF position peaked at $993K in Q3 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.