Envision Financial Planning’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Envision Financial Planning’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	$1.63M	Buy	6,350 +2	+0%	+$549	0.59%	25
2025 Q4	$1.77M	Buy	6,348 +5	+0.1%	+$1.43K	0.67%	23
2025 Q3	$1.86M	Sell	6,343 -11	-0.2%	-$3.17K	0.79%	24
2025 Q2	$1.81M	Sell	6,354 -1	-0%	-$258	0.85%	22
2025 Q1	$1.55M	Sell	6,355 -370	-6%	-$96.2K	0.79%	23
2024 Q4	$1.71M	Sell	6,725 -10	-0.1%	-$2.57K	0.88%	22
2024 Q3	$1.64M	Sell	6,735 -11	-0.2%	-$2.56K	0.86%	22
2024 Q2	$1.55M	Sell	6,746 -59	-0.9%	-$13.5K	1.18%	19
2024 Q1	$1.6M	Sell	6,805 -1,042	-13%	-$233K	1.3%	19
2023 Q4	$1.72M	Buy	7,847 +47	+0.6%	+$9.4K	1.51%	18
2023 Q3	$1.52M	Buy	+7,800	New	+$1.59M	1.5%	18

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

Envision Financial Planning's VOT Position: Q1 2026 in Review

Envision Financial Planning increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.03% in Q1 2026, buying an estimated $549 and bringing the position to 6,350 shares worth $1.63M. The position accounts for 0.59% of the portfolio, ranked #25.

Envision Financial Planning first reported a position in VOT in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.86M in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Envision Financial Planning held 6,350 shares of Vanguard Mid-Cap Growth ETF worth $1.63M as of Q1 2026.
Envision Financial Planning bought 2 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $549.
Vanguard Mid-Cap Growth ETF made up 0.59% of Envision Financial Planning's portfolio in Q1 2026, its #25 holding.
Envision Financial Planning first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2023 and has held it in 11 quarters since.
Envision Financial Planning's Vanguard Mid-Cap Growth ETF position peaked at $1.86M in Q3 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Envision Financial Planning's 13F filing for Q1 2026, filed 15 May 2026.