EP Wealth Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $399M | Buy |
1,551,126
+145,782
| +10% | +$40M | 1.96% | 10 |
|
|
2025
Q4 | $392M | Buy |
+1,405,344
| New | +$402M | 2.04% | 10 |
|
|
2025
Q2 | $350M | Buy |
1,229,552
+167,722
| +16% | +$43.2M | 2.3% | 8 |
|
|
2025
Q1 | $260M | Buy |
1,061,830
+125,362
| +13% | +$32.6M | 2.08% | 8 |
|
|
2024
Q4 | $238M | Buy |
936,468
+220,475
| +31% | +$56.7M | 1.94% | 8 |
|
|
2024
Q3 | $174M | Buy |
715,993
+197,541
| +38% | +$46M | 1.5% | 13 |
|
|
2024
Q2 | $119M | Buy |
518,452
+57,693
| +13% | +$13.2M | 1.26% | 16 |
|
|
2024
Q1 | $109M | Sell |
460,759
-7,031
| -2% | -$1.58M | 1.27% | 16 |
|
|
2023
Q4 | $103M | Buy |
467,790
+62,398
| +15% | +$12.5M | 1.31% | 16 |
|
|
2023
Q3 | $79M | Buy |
405,392
+293,207
| +261% | +$59.9M | 1.22% | 16 |
|
|
2023
Q2 | $76.8M | Buy |
112,185
+80,098
| +250% | +$15.5M | 1.11% | 16 |
|
|
2023
Q1 | $12.1M | Sell |
32,087
-263,393
| -89% | -$50.4M | 0.21% | 77 |
|
|
2022
Q4 | $53.1M | Buy |
295,480
+77,769
| +36% | +$14.1M | 0.96% | 23 |
|
|
2022
Q3 | $37.1M | Buy |
217,711
+49,170
| +29% | +$9.31M | 0.84% | 29 |
|
|
2022
Q2 | $29.6M | Buy |
168,541
+49,652
| +42% | +$9.61M | 0.67% | 41 |
|
|
2022
Q1 | $26.5M | Buy |
118,889
+19,902
| +20% | +$4.39M | 0.58% | 48 |
|
|
2021
Q4 | $25.2M | Buy |
98,987
+16,890
| +21% | +$4.26M | 0.6% | 44 |
|
|
2021
Q3 | $19.4M | Buy |
82,097
+17,848
| +28% | +$4.32M | 0.53% | 46 |
|
|
2021
Q2 | $15.2M | Buy |
64,249
+32,453
| +102% | +$7.28M | 0.42% | 53 |
|
|
2021
Q1 | $6.82M | Buy |
31,796
+12,952
| +69% | +$2.81M | 0.22% | 77 |
|
|
2020
Q4 | $4M | Sell |
18,844
-17,052
| -48% | -$3.36M | 0.14% | 90 |
|
|
2020
Q3 | $6.47M | Sell |
35,896
-23,932
| -40% | -$4.22M | 0.28% | 57 |
|
|
2020
Q2 | $9.88M | Sell |
59,828
-5,355
| -8% | -$810K | 0.42% | 50 |
|
|
2020
Q1 | $8.26M | Buy |
65,183
+1,644
| +3% | +$250K | 0.4% | 50 |
|
|
2019
Q4 | $10.1M | Buy |
63,539
+47,329
| +292% | +$7.22M | 0.42% | 52 |
|
|
2019
Q3 | $2.4M | Sell |
16,210
-111
| -0.7% | -$16.6K | 0.12% | 96 |
|
|
2019
Q2 | $2.44M | Sell |
16,321
-4,838
| -23% | -$706K | 0.15% | 70 |
|
|
2019
Q1 | $3.02M | Sell |
21,159
-379
| -2% | -$51K | 0.29% | 57 |
|
|
2018
Q4 | $2.58M | Buy |
21,538
+14,183
| +193% | +$1.82M | 0.2% | 73 |
|
|
2018
Q3 | $1.05M | Buy |
7,355
+799
| +12% | +$112K | 0.08% | 113 |
|
|
2018
Q2 | $881K | Buy |
6,556
+27
| +0.4% | +$3.59K | 0.08% | 93 |
|
|
2018
Q1 | $846K | Buy |
+6,529
| New | +$858K | 0.08% | 103 |
|
Other funds holding VOT
TI
VIA
EP Wealth Advisors's VOT Position: Q1 2026 in Review
EP Wealth Advisors increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 10% in Q1 2026, buying an estimated $40M and bringing the position to 1,551,126 shares worth $399M. The position accounts for 1.96% of the portfolio, ranked #10.
EP Wealth Advisors first reported a position in VOT in Q1 2018 and has held it in 32 quarters since. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.
- EP Wealth Advisors held 1,551,126 shares of Vanguard Mid-Cap Growth ETF worth $399M as of Q1 2026.
- EP Wealth Advisors bought 145,782 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $40M.
- Vanguard Mid-Cap Growth ETF made up 1.96% of EP Wealth Advisors's portfolio in Q1 2026, its #10 holding.
- EP Wealth Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2018 and has held it in 32 quarters since.
- 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.
Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.