Holistic Planning’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Holistic Planning’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	$1.32M	Sell	5,112 -652	-11%	-$179K	0.26%	84
2025 Q4	$1.61M	Sell	5,764 -1,266	-18%	-$362K	0.34%	61
2025 Q3	$2.07M	Sell	7,030 -344	-5%	-$99.2K	0.54%	37
2025 Q2	$2.1M	Buy	7,374 +45	+0.6%	+$11.6K	0.6%	32
2025 Q1	$1.79M	Sell	7,329 -8	-0.1%	-$2.08K	0.61%	31
2024 Q4	$1.86M	Buy	7,337 +371	+5%	+$95.5K	0.67%	30
2024 Q3	$1.7M	Buy	6,966 +4,035	+138%	+$940K	0.72%	31
2024 Q2	$691K	Hold	2,931	–	–	0.53%	53
2024 Q1	$691K	Buy	2,931 +13	+0.4%	+$2.91K	0.53%	53
2023 Q4	$641K	Buy	+2,918	New	+$583K	0.54%	49

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

Holistic Planning's VOT Position: Q1 2026 in Review

Holistic Planning reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 11% in Q1 2026, selling an estimated $179K and leaving 5,112 shares worth $1.32M. The position accounts for 0.26% of the portfolio, ranked #84.

Holistic Planning first reported a position in VOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.1M in Q2 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Holistic Planning held 5,112 shares of Vanguard Mid-Cap Growth ETF worth $1.32M as of Q1 2026.
Holistic Planning sold 652 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $179K.
Vanguard Mid-Cap Growth ETF made up 0.26% of Holistic Planning's portfolio in Q1 2026, its #84 holding.
Holistic Planning first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Holistic Planning's Vanguard Mid-Cap Growth ETF position peaked at $2.1M in Q2 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.