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

Gen-Wealth Partners’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	$145K	Sell	565 -229	-29%	-$62.8K	0.05%	282
2025 Q4	$222K	Hold	794	–	–	0.07%	248
2025 Q3	$233K	Sell	794 -80	-9%	-$23.1K	0.08%	224
2025 Q2	$249K	Buy	874 +31	+4%	+$7.99K	0.1%	190
2025 Q1	$206K	Sell	843 -8	-0.9%	-$2.08K	0.09%	206
2024 Q4	$216K	Sell	851 -24	-3%	-$6.18K	0.09%	205
2024 Q3	$217K	Sell	875 -18	-2%	-$4.19K	0.09%	211
2024 Q2	$205K	Hold	893	–	–	0.1%	205
2024 Q1	$211K	Buy	+893	New	+$200K	0.1%	198

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

Gen-Wealth Partners's VOT Position: Q1 2026 in Review

Gen-Wealth Partners reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 29% in Q1 2026, selling an estimated $62.8K and leaving 565 shares worth $145K. The position accounts for 0.05% of the portfolio, ranked #282.

Gen-Wealth Partners first reported a position in VOT in Q1 2024 and has held it in 9 quarters since. The position peaked at $249K in Q2 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Gen-Wealth Partners held 565 shares of Vanguard Mid-Cap Growth ETF worth $145K as of Q1 2026.
Gen-Wealth Partners sold 229 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $62.8K.
Vanguard Mid-Cap Growth ETF made up 0.05% of Gen-Wealth Partners's portfolio in Q1 2026, its #282 holding.
Gen-Wealth Partners first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's Vanguard Mid-Cap Growth ETF position peaked at $249K in Q2 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.