Greenhouse Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Greenhouse Wealth Management’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	$1M	Buy	3,902 +7	+0.2%	+$1.92K	0.62%	22
2025 Q4	$1.09M	Buy	3,895 +1	+0%	+$286	0.64%	20
2025 Q3	$1.14M	Buy	3,894 +6	+0.2%	+$1.73K	0.69%	19
2025 Q2	$1.11M	Hold	3,888	–	–	0.71%	19
2025 Q1	$951K	Sell	3,888 -4	-0.1%	-$1.04K	0.71%	20
2024 Q4	$988K	Sell	3,892 -331	-8%	-$85.2K	0.65%	21
2024 Q3	$1.03M	Buy	4,223 +13	+0.3%	+$3.03K	0.69%	19
2024 Q2	$967K	Sell	4,210 -3	-0.1%	-$688	0.71%	18
2024 Q1	$993K	Buy	4,213 +6	+0.1%	+$1.34K	0.74%	19
2023 Q4	$924K	Buy	4,207 +9	+0.2%	+$1.8K	0.75%	19
2023 Q3	$818K	Buy	4,198 +6	+0.1%	+$1.23K	0.73%	19
2023 Q2	$863K	Buy	4,192 +6	+0.1%	+$1.16K	0.76%	19
2023 Q1	$816K	Buy	4,186 +8	+0.2%	+$1.53K	0.77%	20
2022 Q4	$751K	Buy	+4,178	New	+$757K	0.76%	22
2021 Q1	–	Sell	-640	Closed	-$136K	–	123
2020 Q4	$136K	Buy	+640	New	+$126K	0.13%	64

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

Greenhouse Wealth Management's VOT Position: Q1 2026 in Review

Greenhouse Wealth Management increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.18% in Q1 2026, buying an estimated $1.92K and bringing the position to 3,902 shares worth $1M. The position accounts for 0.62% of the portfolio, ranked #22.

Greenhouse Wealth Management first reported a position in VOT in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.14M in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Greenhouse Wealth Management held 3,902 shares of Vanguard Mid-Cap Growth ETF worth $1M as of Q1 2026.
Greenhouse Wealth Management bought 7 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $1.92K.
Vanguard Mid-Cap Growth ETF made up 0.62% of Greenhouse Wealth Management's portfolio in Q1 2026, its #22 holding.
Greenhouse Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2020 and has held it in 15 quarters since.
Greenhouse Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $1.14M in Q3 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Greenhouse Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.