Galvin Gaustad & Stein’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Galvin Gaustad & Stein’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	$247K	Hold	960	–	–	0.02%	231
2025 Q4	$268K	Hold	960	–	–	0.02%	221
2025 Q3	$282K	Hold	960	–	–	0.02%	173
2025 Q2	$273K	Hold	960	–	–	0.02%	167
2025 Q1	$235K	Sell	960 -50	-5%	-$13K	0.02%	166
2024 Q4	$256K	Hold	1,010	–	–	0.02%	168
2024 Q3	$246K	Hold	1,010	–	–	0.02%	165
2024 Q2	$232K	Hold	1,010	–	–	0.02%	165
2024 Q1	$238K	Sell	1,010 -10	-1%	-$2.24K	0.02%	166
2023 Q4	$224K	Buy	+1,020	New	+$204K	0.02%	173
2023 Q3	–	Sell	-1,030	Closed	-$212K	–	173
2023 Q2	$212K	Hold	1,030	–	–	0.02%	162
2023 Q1	$201K	Buy	+1,030	New	+$197K	0.02%	159
2022 Q2	–	Sell	-1,100	Closed	-$245K	–	178
2022 Q1	$245K	Hold	1,100	–	–	0.02%	156
2021 Q4	$280K	Hold	1,100	–	–	0.02%	157
2021 Q3	$260K	Hold	1,100	–	–	0.03%	161
2021 Q2	$260K	Hold	1,100	–	–	0.02%	173
2021 Q1	$236K	Sell	1,100 -505	-31%	-$110K	0.02%	177
2020 Q4	$340K	Buy	+1,605	New	+$316K	0.04%	151

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

Galvin Gaustad & Stein's VOT Position: Q1 2026 in Review

Galvin Gaustad & Stein held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q1 2026 at 960 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #231.

Galvin Gaustad & Stein first reported a position in VOT in Q4 2020 and has held it in 18 quarters since. The position peaked at $340K in Q4 2020. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Galvin Gaustad & Stein held 960 shares of Vanguard Mid-Cap Growth ETF worth $247K as of Q1 2026.
Galvin Gaustad & Stein left its Vanguard Mid-Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap Growth ETF made up 0.02% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #231 holding.
Galvin Gaustad & Stein first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2020 and has held it in 18 quarters since.
Galvin Gaustad & Stein's Vanguard Mid-Cap Growth ETF position peaked at $340K in Q4 2020.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.