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

Destiny 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	$56.7K	Sell	220 -15,810	-99%	-$4.34M	0.01%	418
2025 Q4	$4.54M	Buy	16,030 +163	+1%	+$46.6K	0.52%	54
2025 Q3	$4.66M	Sell	15,867 -1,232	-7%	-$355K	0.57%	52
2025 Q2	$4.86M	Buy	+17,099	New	+$4.41M	0.65%	52
2022 Q1	–	Sell	-233	Closed	-$59K	–	605
2021 Q4	$59K	Buy	+233	New	+$58.7K	0.01%	303

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

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

Destiny Wealth Partners reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 99% in Q1 2026, selling an estimated $4.34M and leaving 220 shares worth $56.7K. The position accounts for 0.01% of the portfolio, ranked #418.

Destiny Wealth Partners first reported a position in VOT in Q4 2021 and has held it in 5 quarters since. The position peaked at $4.86M in Q2 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Destiny Wealth Partners held 220 shares of Vanguard Mid-Cap Growth ETF worth $56.7K as of Q1 2026.
Destiny Wealth Partners sold 15,810 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $4.34M.
Vanguard Mid-Cap Growth ETF made up 0.01% of Destiny Wealth Partners's portfolio in Q1 2026, its #418 holding.
Destiny Wealth Partners first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2021 and has held it in 5 quarters since.
Destiny Wealth Partners's Vanguard Mid-Cap Growth ETF position peaked at $4.86M in Q2 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

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