Focus Partners Wealth
VOT icon

Focus Partners Wealth’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Focus Partners Wealth’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 		$16.3M Buy
63,194
+967
+2% +$265K 0.02% 565
2025
Q4 		$17.4M Buy
62,227
+5,031
+9% +$1.44M 0.02% 523
2025
Q3 		$16.8M Buy
57,196
+23,917
+72% +$6.9M 0.03% 432
2025
Q2 		$9.46M Buy
33,279
+2,614
+9% +$674K 0.02% 513
2025
Q1 		$7.5M Sell
30,665
-236
-0.8% -$61.4K 0.02% 525
2024
Q4 		$7.84M Buy
30,901
+1,351
+5% +$348K 0.02% 516
2024
Q3 		$7.19M Sell
29,550
-9,364
-24% -$2.18M 0.02% 476
2024
Q2 		$9.06M Buy
38,914
+20,355
+110% +$4.67M 0.03% 398
2024
Q1 		$4.38M Sell
18,559
-1,501
-7% -$336K 0.04% 344
2023
Q4 		$4.41M Buy
+20,060
New +$4.01M 0.06% 246

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

Focus Partners Wealth's VOT Position: Q1 2026 in Review

Focus Partners Wealth increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 1.6% in Q1 2026, buying an estimated $265K and bringing the position to 63,194 shares worth $16.3M. The position accounts for 0.02% of the portfolio, ranked #565.

Focus Partners Wealth first reported a position in VOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $17.4M in Q4 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Focus Partners Wealth held 63,194 shares of Vanguard Mid-Cap Growth ETF worth $16.3M as of Q1 2026.
  • Focus Partners Wealth bought 967 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $265K.
  • Vanguard Mid-Cap Growth ETF made up 0.02% of Focus Partners Wealth's portfolio in Q1 2026, its #565 holding.
  • Focus Partners Wealth first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Vanguard Mid-Cap Growth ETF position peaked at $17.4M in Q4 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.