Garden State Investment Advisory Services’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Garden State Investment Advisory Services’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	$254K	Buy	986 +5	+0.5%	+$1.37K	0.06%	257
2025 Q4	$274K	Hold	981	–	–	0.06%	248
2025 Q3	$288K	Hold	981	–	–	0.06%	230
2025 Q2	$279K	Buy	+981	New	+$253K	0.07%	231

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

Garden State Investment Advisory Services's VOT Position: Q1 2026 in Review

Garden State Investment Advisory Services increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.51% in Q1 2026, buying an estimated $1.37K and bringing the position to 986 shares worth $254K. The position accounts for 0.06% of the portfolio, ranked #257.

Garden State Investment Advisory Services first reported a position in VOT in Q2 2025 and has held it in 4 quarters since. The position peaked at $288K in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Garden State Investment Advisory Services held 986 shares of Vanguard Mid-Cap Growth ETF worth $254K as of Q1 2026.
Garden State Investment Advisory Services bought 5 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $1.37K.
Vanguard Mid-Cap Growth ETF made up 0.06% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #257 holding.
Garden State Investment Advisory Services first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
Garden State Investment Advisory Services's Vanguard Mid-Cap Growth ETF position peaked at $288K in Q3 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.