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Golden State Equity Partners’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Golden State Equity 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 		$85.7K Sell
332
-1,667
-83% -$457K 0.01% 767
2025
Q4 		$558K Buy
+1,999
New +$572K 0.09% 258

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

Golden State Equity Partners's VOT Position: Q1 2026 in Review

Golden State Equity Partners reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 83% in Q1 2026, selling an estimated $457K and leaving 332 shares worth $85.7K. The position accounts for 0.01% of the portfolio, ranked #767.

Golden State Equity Partners first reported a position in VOT in Q4 2025 and has held it in 2 quarters since. The position peaked at $558K in Q4 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Golden State Equity Partners held 332 shares of Vanguard Mid-Cap Growth ETF worth $85.7K as of Q1 2026.
  • Golden State Equity Partners sold 1,667 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $457K.
  • Vanguard Mid-Cap Growth ETF made up 0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #767 holding.
  • Golden State Equity Partners first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Golden State Equity Partners's Vanguard Mid-Cap Growth ETF position peaked at $558K in Q4 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.