Fidelis Capital Partners’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Fidelis Capital Partners’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	$1.85M	Hold	7,173	–	–	0.13%	136
2025 Q4	$2M	Sell	7,173 -1,216	-14%	-$348K	0.15%	120
2025 Q3	$2.46M	Hold	8,389	–	–	0.19%	94
2025 Q2	$2.42M	Buy	8,389 +1,839	+28%	+$474K	0.22%	82
2025 Q1	$1.61M	Sell	6,550 -447	-6%	-$116K	0.17%	109
2024 Q4	$1.89M	Buy	6,997 +3,663	+110%	+$943K	0.19%	96
2024 Q3	$823K	Buy	3,334 +1,804	+118%	+$420K	0.1%	171
2024 Q2	$335K	Hold	1,530	–	–	0.05%	269
2024 Q1	$361K	Buy	+1,530	New	+$343K	0.05%	259

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

Fidelis Capital Partners's VOT Position: Q1 2026 in Review

Fidelis Capital Partners held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q1 2026 at 7,173 shares worth $1.85M. The position accounts for 0.13% of the portfolio, ranked #136.

Fidelis Capital Partners first reported a position in VOT in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.46M in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Fidelis Capital Partners held 7,173 shares of Vanguard Mid-Cap Growth ETF worth $1.85M as of Q1 2026.
Fidelis Capital Partners left its Vanguard Mid-Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap Growth ETF made up 0.13% of Fidelis Capital Partners's portfolio in Q1 2026, its #136 holding.
Fidelis Capital Partners first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
Fidelis Capital Partners's Vanguard Mid-Cap Growth ETF position peaked at $2.46M in Q3 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.