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

Fusion Capital’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 		$9.88M Buy
38,409
+5,236
+16% +$1.44M 2.67% 14
2025
Q4 		$9.26M Buy
33,173
+2,977
+10% +$852K 2.6% 14
2025
Q3 		$8.81M Buy
30,196
+2,602
+9% +$751K 2.56% 13
2025
Q2 		$7.85M Buy
27,594
+1,505
+6% +$388K 2.68% 15
2025
Q1 		$6.38M Buy
26,089
+2,974
+13% +$773K 2.43% 18
2024
Q4 		$5.87M Buy
23,115
+3,724
+19% +$959K 2.36% 18
2024
Q3 		$4.72M Buy
19,391
+559
+3% +$130K 2.03% 23
2024
Q2 		$4.32M Buy
18,832
+197
+1% +$45.2K 1.97% 23
2024
Q1 		$4.39M Buy
18,635
+289
+2% +$64.7K 2.01% 23
2023
Q4 		$4.03M Buy
18,346
+93
+0.5% +$18.6K 2.06% 22
2023
Q3 		$3.56M Buy
18,253
+272
+2% +$55.5K 2% 22
2023
Q2 		$3.7M Sell
17,981
-284
-2% -$55K 2.07% 22
2023
Q1 		$3.56M Sell
18,265
-508
-3% -$97.3K 2.04% 23
2022
Q4 		$3.37M Sell
18,773
-597
-3% -$108K 1.99% 23
2022
Q3 		$3.3M Sell
19,370
-359
-2% -$68K 2.15% 22
2022
Q2 		$3.46M Sell
19,729
-23
-0.1% -$4.45K 2.14% 24
2022
Q1 		$4.4M Buy
19,752
+995
+5% +$220K 2.31% 23
2021
Q4 		$4.78M Buy
18,757
+778
+4% +$196K 2.43% 17
2021
Q3 		$4.25M Buy
17,979
+1,344
+8% +$325K 2.52% 16
2021
Q2 		$3.93M Buy
16,635
+1,398
+9% +$314K 2.36% 16
2021
Q1 		$3.27M Buy
15,237
+159
+1% +$34.5K 2.13% 25
2020
Q4 		$3.2M Buy
15,078
+701
+5% +$138K 2.3% 21
2020
Q3 		$2.59M Sell
14,377
-780
-5% -$138K 2.26% 18
2020
Q2 		$2.5M Sell
15,157
-1,054
-7% -$159K 2.4% 19
2020
Q1 		$2.05M Sell
16,211
-1,967
-11% -$299K 2.45% 19
2019
Q4 		$2.89M Buy
+18,178
New +$2.77M 2.6% 17

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

Fusion Capital's VOT Position: Q1 2026 in Review

Fusion Capital increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 16% in Q1 2026, buying an estimated $1.44M and bringing the position to 38,409 shares worth $9.88M. The position accounts for 2.67% of the portfolio, ranked #14.

Fusion Capital first reported a position in VOT in Q4 2019 and has held it in 26 quarters since. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Fusion Capital held 38,409 shares of Vanguard Mid-Cap Growth ETF worth $9.88M as of Q1 2026.
  • Fusion Capital bought 5,236 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $1.44M.
  • Vanguard Mid-Cap Growth ETF made up 2.67% of Fusion Capital's portfolio in Q1 2026, its #14 holding.
  • Fusion Capital first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

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