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

Evolution 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 		$1.8K Hold
7
– – ﹤0.01% 754
2025
Q4 		$1.95K Hold
7
– – ﹤0.01% 644
2025
Q3 		$2.06K Hold
7
– – ﹤0.01% 507
2025
Q2 		$1.99K Buy
+7
New +$1.8K ﹤0.01% 520

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

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

Evolution Wealth Management held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q1 2026 at 7 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Evolution Wealth Management first reported a position in VOT in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.06K in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Evolution Wealth Management held 7 shares of Vanguard Mid-Cap Growth ETF worth $1.8K as of Q1 2026.
  • Evolution 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 Evolution Wealth Management's portfolio in Q1 2026, its #754 holding.
  • Evolution Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $2.06K in Q3 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.