Fee-Only Financial Planning’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Fee-Only Financial Planning’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	$1.82M	Hold	7,063	–	–	1.1%	12
2025 Q4	$1.97M	Sell	7,063 -15	-0.2%	-$4.29K	1.15%	12
2025 Q3	$2.08M	Sell	7,078 -72	-1%	-$20.8K	1.21%	12
2025 Q2	$2.03M	Sell	7,150 -5	-0.1%	-$1.29K	1.26%	12
2025 Q1	$1.75M	Buy	7,155 +95	+1%	+$24.7K	1.19%	12
2024 Q4	$1.79M	Hold	7,060	–	–	1.16%	12
2024 Q3	$1.72M	Hold	7,060	–	–	1.1%	12
2024 Q2	$1.62M	Buy	7,060 +80	+1%	+$18.3K	1.09%	12
2024 Q1	$1.65M	Sell	6,980 -70	-1%	-$15.7K	1.11%	12
2023 Q4	$1.55M	Buy	7,050 +290	+4%	+$58K	1.12%	12
2023 Q3	$1.32M	Buy	6,760 +925	+16%	+$189K	1.06%	12
2023 Q2	$1.2M	Hold	5,835	–	–	0.92%	13
2023 Q1	$1.14M	Sell	5,835 -875	-13%	-$168K	0.92%	13
2022 Q4	$1.21M	Buy	+6,710	New	+$1.22M	1.01%	13

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Fee-Only Financial Planning's VOT Position: Q1 2026 in Review

Fee-Only Financial Planning held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q1 2026 at 7,063 shares worth $1.82M. The position accounts for 1.1% of the portfolio, ranked #12.

Fee-Only Financial Planning first reported a position in VOT in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.08M in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Fee-Only Financial Planning held 7,063 shares of Vanguard Mid-Cap Growth ETF worth $1.82M as of Q1 2026.
Fee-Only Financial Planning left its Vanguard Mid-Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap Growth ETF made up 1.1% of Fee-Only Financial Planning's portfolio in Q1 2026, its #12 holding.
Fee-Only Financial Planning first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
Fee-Only Financial Planning's Vanguard Mid-Cap Growth ETF position peaked at $2.08M in Q3 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Fee-Only Financial Planning's 13F filing for Q1 2026, filed 29 Apr 2026.