Freestone Capital Holdings’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Freestone Capital Holdings’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	$977K	Buy	3,794 +576	+18%	+$158K	0.03%	235
2025 Q4	$898K	Buy	3,218 +300	+10%	+$85.9K	0.03%	252
2025 Q3	$857K	Buy	2,918 +1,093	+60%	+$315K	0.03%	262
2025 Q2	$519K	Sell	1,825 -30	-2%	-$7.74K	0.02%	290
2025 Q1	$454K	Buy	1,855 +762	+70%	+$198K	0.02%	294
2024 Q4	$277K	Buy	1,093 +186	+21%	+$47.9K	0.01%	358
2024 Q3	$221K	Buy	+907	New	+$211K	0.01%	397
2022 Q1	–	Sell	-1,442	Closed	-$367K	–	611
2021 Q4	$367K	Buy	+1,442	New	+$363K	0.02%	364
2021 Q1	–	Sell	-80	Closed	-$17K	–	1112
2020 Q4	$17K	Hold	80	–	–	﹤0.01%	759
2020 Q3	$14.4K	Buy	+80	New	+$14.1K	﹤0.01%	695

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

Freestone Capital Holdings's VOT Position: Q1 2026 in Review

Freestone Capital Holdings increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 18% in Q1 2026, buying an estimated $158K and bringing the position to 3,794 shares worth $977K. The position accounts for 0.03% of the portfolio, ranked #235.

Freestone Capital Holdings first reported a position in VOT in Q3 2020 and has held it in 10 quarters since. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Freestone Capital Holdings held 3,794 shares of Vanguard Mid-Cap Growth ETF worth $977K as of Q1 2026.
Freestone Capital Holdings bought 576 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $158K.
Vanguard Mid-Cap Growth ETF made up 0.03% of Freestone Capital Holdings's portfolio in Q1 2026, its #235 holding.
Freestone Capital Holdings first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2020 and has held it in 10 quarters since.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.