EAM
VOT icon

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

Everstar 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 		$418K Sell
1,625
-45
-3% -$12.3K 0.22% 124
2025
Q4 		$466K Hold
1,670
– – 0.25% 114
2025
Q3 		$491K Hold
1,670
– – 0.28% 115
2025
Q2 		$475K Hold
1,670
– – 0.29% 112
2025
Q1 		$409K Sell
1,670
-760
-31% -$198K 0.27% 118
2024
Q4 		$617K Hold
2,430
– – 0.44% 58
2024
Q3 		$592K Buy
+2,430
New +$566K 0.41% 70

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

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

Everstar Asset Management reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 2.7% in Q1 2026, selling an estimated $12.3K and leaving 1,625 shares worth $418K. The position accounts for 0.22% of the portfolio, ranked #124.

Everstar Asset Management first reported a position in VOT in Q3 2024 and has held it in 7 quarters since. The position peaked at $617K in Q4 2024. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Everstar Asset Management held 1,625 shares of Vanguard Mid-Cap Growth ETF worth $418K as of Q1 2026.
  • Everstar Asset Management sold 45 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $12.3K.
  • Vanguard Mid-Cap Growth ETF made up 0.22% of Everstar Asset Management's portfolio in Q1 2026, its #124 holding.
  • Everstar Asset Management first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • Everstar Asset Management's Vanguard Mid-Cap Growth ETF position peaked at $617K in Q4 2024.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Everstar Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.