Hazlett, Burt & Watson’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Hazlett, Burt & Watson’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	$62K	Hold	240	–	–	0.02%	416
2025 Q4	$67K	Buy	240 +61	+34%	+$17.5K	0.02%	398
2025 Q3	$53K	Hold	179	–	–	0.02%	413
2025 Q2	$51K	Buy	179 +76	+74%	+$19.6K	0.02%	378
2025 Q1	$26K	Hold	103	–	–	0.01%	459
2024 Q4	$26K	Hold	103	–	–	0.01%	436
2024 Q3	$25K	Hold	103	–	–	0.01%	438
2024 Q2	$24K	Hold	103	–	–	0.01%	426
2024 Q1	$25K	Hold	103	–	–	0.02%	407
2023 Q4	$22K	Hold	103	–	–	0.01%	409
2023 Q3	$20K	Hold	103	–	–	0.01%	419
2023 Q2	$21K	Hold	103	–	–	0.02%	410
2023 Q1	$20K	Hold	103	–	–	0.02%	390
2022 Q4	$19K	Buy	103 +92	+836%	+$16.7K	0.02%	396
2022 Q3	$2K	Hold	11	–	–	﹤0.01%	585
2022 Q2	$2K	Hold	11	–	–	﹤0.01%	573
2022 Q1	$2K	Buy	+11	New	+$2.43K	﹤0.01%	566

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

Hazlett, Burt & Watson's VOT Position: Q1 2026 in Review

Hazlett, Burt & Watson held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q1 2026 at 240 shares worth $62K. The position accounts for 0.02% of the portfolio, ranked #416.

Hazlett, Burt & Watson first reported a position in VOT in Q1 2022 and has held it in 17 quarters since. The position peaked at $67K in Q4 2025. 1,054 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Hazlett, Burt & Watson held 240 shares of Vanguard Mid-Cap Growth ETF worth $62K as of Q1 2026.
Hazlett, Burt & Watson left its Vanguard Mid-Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap Growth ETF made up 0.02% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #416 holding.
Hazlett, Burt & Watson first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2022 and has held it in 17 quarters since.
Hazlett, Burt & Watson's Vanguard Mid-Cap Growth ETF position peaked at $67K in Q4 2025.
1,054 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.