DHJJ Financial Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

DHJJ Financial Advisors’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	$55.1K	Sell	214 -10	-4%	-$2.74K	0.02%	379
2025 Q4	$62.5K	Hold	224	–	–	0.02%	346
2025 Q3	$65.8K	Hold	224	–	–	0.02%	324
2025 Q2	$63.7K	Hold	224	–	–	0.02%	313
2025 Q1	$54.8K	Hold	224	–	–	0.02%	306
2024 Q4	$56.8K	Hold	224	–	–	0.02%	291
2024 Q3	$54.5K	Hold	224	–	–	0.02%	292
2024 Q2	$51.4K	Hold	224	–	–	0.02%	268
2024 Q1	$52.8K	Hold	224	–	–	0.02%	259
2023 Q4	$49.2K	Hold	224	–	–	0.02%	255
2023 Q3	$43.6K	Buy	+224	New	+$45.7K	0.02%	259

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

DHJJ Financial Advisors's VOT Position: Q1 2026 in Review

DHJJ Financial Advisors reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 4.5% in Q1 2026, selling an estimated $2.74K and leaving 214 shares worth $55.1K. The position accounts for 0.02% of the portfolio, ranked #379.

DHJJ Financial Advisors first reported a position in VOT in Q3 2023 and has held it in 11 quarters since. The position peaked at $65.8K in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

DHJJ Financial Advisors held 214 shares of Vanguard Mid-Cap Growth ETF worth $55.1K as of Q1 2026.
DHJJ Financial Advisors sold 10 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $2.74K.
Vanguard Mid-Cap Growth ETF made up 0.02% of DHJJ Financial Advisors's portfolio in Q1 2026, its #379 holding.
DHJJ Financial Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's Vanguard Mid-Cap Growth ETF position peaked at $65.8K in Q3 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.