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Delta Financial Group’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Delta Financial Group’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
2025
Q1 		$295K Buy
1,161
+26
+2% +$6.76K 0.07% 197
2024
Q4 		$288K Buy
+1,135
New +$292K 0.07% 195
2024
Q2 		– Sell
-955
Closed -$225K – 236
2024
Q1 		$225K Buy
955
+45
+5% +$10.1K 0.07% 209
2023
Q4 		$200K Buy
+910
New +$182K 0.06% 211

Other funds holding VOT

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Delta Financial Group's VOT Position: Q1 2025 in Review

Delta Financial Group increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 2.3% in Q1 2025, buying an estimated $6.76K and bringing the position to 1,161 shares worth $295K. The position accounts for 0.07% of the portfolio, ranked #197.

Delta Financial Group first reported a position in VOT in Q4 2023 and has held it in 4 quarters since. 975 funds tracked by Wall St. Rank hold VOT as of Q1 2025.

  • Delta Financial Group held 1,161 shares of Vanguard Mid-Cap Growth ETF worth $295K as of Q1 2025.
  • Delta Financial Group bought 26 Vanguard Mid-Cap Growth ETF shares in Q1 2025, an estimated $6.76K.
  • Vanguard Mid-Cap Growth ETF made up 0.07% of Delta Financial Group's portfolio in Q1 2025, its #197 holding.
  • Delta Financial Group first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2023 and has held it in 4 quarters since.
  • 975 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.