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Flagship Wealth Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Flagship Wealth Advisors’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 		$83.9K Sell
295
-7
-2% -$1.92K 0.04% 154
2025
Q4 		$84.4K Sell
302
-1
-0.3% -$286 0.02% 179
2025
Q3 		$89K Buy
303
+8
+3% +$2.31K 0.03% 176
2025
Q2 		$83.9K Hold
295
– – 0.03% 169
2025
Q1 		$72.2K Hold
295
– – 0.03% 170
2024
Q4 		$74.9K Buy
+295
New +$75.9K 0.04% 161

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

Flagship Wealth Advisors's VOT Position: Q1 2026 in Review

Flagship Wealth Advisors reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 2.3% in Q1 2026, selling an estimated $1.92K and leaving 295 shares worth $83.9K. The position accounts for 0.04% of the portfolio, ranked #154.

Flagship Wealth Advisors first reported a position in VOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $89K in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Flagship Wealth Advisors held 295 shares of Vanguard Mid-Cap Growth ETF worth $83.9K as of Q1 2026.
  • Flagship Wealth Advisors sold 7 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $1.92K.
  • Vanguard Mid-Cap Growth ETF made up 0.04% of Flagship Wealth Advisors's portfolio in Q1 2026, its #154 holding.
  • Flagship Wealth Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's Vanguard Mid-Cap Growth ETF position peaked at $89K in Q3 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.