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Evanson Asset Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Evanson Asset 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 		– Sell
-934
Closed -$261K – 334
2025
Q4 		$261K Buy
934
+2
+0.2% +$572 0.01% 286
2025
Q3 		$274K Sell
932
-16
-2% -$4.62K 0.02% 272
2025
Q2 		$270K Hold
948
– – 0.02% 279
2025
Q1 		$232K Sell
948
-224
-19% -$58.2K 0.02% 280
2024
Q4 		$297K Buy
1,172
+1
+0.1% +$257 0.02% 241
2024
Q3 		$285K Buy
1,171
+2
+0.2% +$466 0.02% 259
2024
Q2 		$268K Sell
1,169
-252
-18% -$57.8K 0.02% 252
2024
Q1 		$335K Buy
1,421
+270
+23% +$60.5K 0.03% 228
2023
Q4 		$253K Buy
1,151
+1
+0.1% +$200 0.02% 254
2023
Q3 		$224K Buy
+1,150
New +$235K 0.02% 251
2022
Q2 		– Sell
-988
Closed -$220K – 305
2022
Q1 		$220K Buy
+988
New +$218K 0.02% 263

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

Evanson Asset Management's VOT Position: Q1 2026 in Review

Evanson Asset Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2026, closing a stake of 934 shares — an estimated $261K sold.

Evanson Asset Management first reported a position in VOT in Q1 2022 and held it in 11 quarters. The position peaked at $335K in Q1 2024. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Evanson Asset Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Evanson Asset Management sold 934 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $261K.
  • Evanson Asset Management first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2022 and held it in 11 quarters.
  • Evanson Asset Management's Vanguard Mid-Cap Growth ETF position peaked at $335K in Q1 2024.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.