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

Daymark 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	$1.06M	Sell	4,127 -26	-0.6%	-$7.13K	0.03%	288
2025 Q4	$1.16M	Sell	4,153 -1,527	-27%	-$437K	0.04%	265
2025 Q3	$1.67M	Sell	5,680 -280	-5%	-$80.8K	0.06%	214
2025 Q2	$1.7M	Sell	5,960 -11	-0.2%	-$2.84K	0.06%	196
2025 Q1	$1.46M	Sell	5,971 -253	-4%	-$65.8K	0.06%	197
2024 Q4	$1.58M	Buy	6,224 +249	+4%	+$64.1K	0.07%	188
2024 Q3	$1.45M	Sell	5,975 -398	-6%	-$92.7K	0.06%	194
2024 Q2	$1.46M	Buy	6,373 +2,086	+49%	+$478K	0.07%	187
2024 Q1	$1.01M	Sell	4,287 -87	-2%	-$19.5K	0.05%	196
2023 Q4	$960K	Sell	4,374 -425	-9%	-$85K	0.06%	191
2023 Q3	$935K	Sell	4,799 -3,471	-42%	-$709K	0.06%	175
2023 Q2	$1.7M	Sell	8,270 -8,385	-50%	-$1.63M	0.13%	129
2023 Q1	$3.25M	Buy	+16,655	New	+$3.19M	0.43%	54

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

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

Daymark Wealth Partners reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.63% in Q1 2026, selling an estimated $7.13K and leaving 4,127 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #288.

Daymark Wealth Partners first reported a position in VOT in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.25M in Q1 2023. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Daymark Wealth Partners held 4,127 shares of Vanguard Mid-Cap Growth ETF worth $1.06M as of Q1 2026.
Daymark Wealth Partners sold 26 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $7.13K.
Vanguard Mid-Cap Growth ETF made up 0.03% of Daymark Wealth Partners's portfolio in Q1 2026, its #288 holding.
Daymark Wealth Partners first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2023 and has held it in 13 quarters since.
Daymark Wealth Partners's Vanguard Mid-Cap Growth ETF position peaked at $3.25M in Q1 2023.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.