EWM
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EPG Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

EPG Wealth Management’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 		$30.6K Hold
119
– – 0.01% 244
2025
Q4 		$33.2K Sell
119
-8
-6% -$2.29K 0.01% 239
2025
Q3 		$37.3K Hold
127
– – 0.01% 240
2025
Q2 		$36.1K Hold
127
– – 0.01% 236
2025
Q1 		$31.1K Hold
127
– – 0.01% 319
2024
Q4 		$32.2K Hold
127
– – 0.01% 324
2024
Q3 		$30.9K Buy
+127
New +$29.6K 0.01% 330
2024
Q2 		– Sell
-190
Closed -$43.6K – 328
2024
Q1 		$44.9K Sell
190
-70
-27% -$15.7K 0.01% 322
2023
Q4 		$57.5K Hold
260
– – 0.02% 299
2023
Q3 		$50.7K Hold
260
– – 0.02% 297
2023
Q2 		$53.5K Hold
260
– – 0.02% 290
2023
Q1 		$50.7K Buy
260
+8
+3% +$1.53K 0.02% 295
2022
Q4 		$45.3K Hold
252
– – 0.02% 269
2022
Q3 		$43K Buy
+252
New +$47.7K 0.02% 265
2022
Q2 		– Sell
-251
Closed -$56K – 396
2022
Q1 		$56K Hold
251
– – 0.02% 287
2021
Q4 		$64K Sell
251
-5
-2% -$1.26K 0.02% 279
2021
Q3 		$61K Buy
+256
New +$62K 0.02% 263
2020
Q2 		– Sell
-291
Closed -$37K – 757
2020
Q1 		$37K Hold
291
– – 0.03% 324
2019
Q4 		$46K Buy
+291
New +$44.4K 0.03% 247

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
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

EPG Wealth Management's VOT Position: Q1 2026 in Review

EPG Wealth Management held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q1 2026 at 119 shares worth $30.6K. The position accounts for 0.01% of the portfolio, ranked #244.

EPG Wealth Management first reported a position in VOT in Q4 2019 and has held it in 19 quarters since. The position peaked at $64K in Q4 2021. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • EPG Wealth Management held 119 shares of Vanguard Mid-Cap Growth ETF worth $30.6K as of Q1 2026.
  • EPG Wealth Management left its Vanguard Mid-Cap Growth ETF share count unchanged in Q1 2026.
  • Vanguard Mid-Cap Growth ETF made up 0.01% of EPG Wealth Management's portfolio in Q1 2026, its #244 holding.
  • EPG Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2019 and has held it in 19 quarters since.
  • EPG Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $64K in Q4 2021.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.