Geneva Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Geneva 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	$955K	Sell	3,711 -2,386	-39%	-$655K	0.46%	38
2025 Q4	$1.7M	Sell	6,097 -177	-3%	-$50.7K	0.61%	38
2025 Q3	$1.84M	Buy	6,274 +565	+10%	+$163K	0.67%	38
2025 Q2	$1.62M	Buy	5,709 +22	+0.4%	+$5.67K	0.64%	39
2025 Q1	$1.39M	Buy	5,687 +43	+0.8%	+$11.2K	0.72%	33
2024 Q4	$1.43M	Buy	5,644 +218	+4%	+$56.1K	0.58%	36
2024 Q3	$1.32M	Buy	5,426 +81	+2%	+$18.9K	0.57%	40
2024 Q2	$1.23M	Buy	5,345 +295	+6%	+$67.7K	0.51%	43
2024 Q1	$1.19M	Buy	5,050 +893	+21%	+$200K	0.53%	47
2023 Q4	$913K	Buy	4,157 +1,253	+43%	+$251K	0.51%	46
2023 Q3	$566K	Buy	2,904 +1,483	+104%	+$303K	0.38%	48
2023 Q2	$292K	Buy	+1,421	New	+$275K	0.19%	65
2022 Q1	–	Sell	-928	Closed	-$236K	–	122
2021 Q4	$236K	Buy	928 +12	+1%	+$3.02K	0.11%	90
2021 Q3	$216K	Sell	916 -53	-5%	-$12.8K	0.1%	83
2021 Q2	$229K	Buy	+969	New	+$217K	0.1%	89
2021 Q1	–	Sell	-1,042	Closed	-$221K	–	104
2020 Q4	$221K	Buy	+1,042	New	+$205K	0.12%	90

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

Geneva Partners's VOT Position: Q1 2026 in Review

Geneva Partners reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 39% in Q1 2026, selling an estimated $655K and leaving 3,711 shares worth $955K. The position accounts for 0.46% of the portfolio, ranked #38.

Geneva Partners first reported a position in VOT in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.84M in Q3 2025. 1,054 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Geneva Partners held 3,711 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $955K as of Q1 2026.
Geneva Partners sold 2,386 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $655K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.46% of Geneva Partners's portfolio in Q1 2026, its #38 holding.
Geneva Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 16 quarters since.
Geneva Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.84M in Q3 2025.
1,054 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Geneva Partners's 13F filing for Q1 2026, filed 29 Apr 2026.