JWCA
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J.W. Cole Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

J.W. Cole Advisors’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 		– Sell
-14,198
Closed -$2.37M – 1466
2025
Q4 		$2.37M Sell
14,198
-87
-0.6% -$24.9K 0.06% 334
2025
Q3 		$4.2M Buy
14,285
+174
+1% +$50.2K 0.08% 244
2025
Q2 		$4.01M Buy
14,111
+6,607
+88% +$1.7M 0.09% 232
2025
Q1 		$1.84M Sell
7,504
-2,302
-23% -$599K 0.06% 348
2024
Q4 		$2.49M Buy
9,806
+229
+2% +$58.9K 0.1% 204
2024
Q3 		$2.33M Sell
9,577
-384
-4% -$89.4K 0.1% 215
2024
Q2 		$2.29M Sell
9,961
-179
-2% -$41K 0.11% 196
2024
Q1 		$2.39M Buy
10,140
+385
+4% +$86.3K 0.12% 183
2023
Q4 		$2.14M Buy
9,755
+1,079
+12% +$216K 0.13% 183
2023
Q3 		$1.69M Buy
8,676
+141
+2% +$28.8K 0.12% 181
2023
Q2 		$1.76M Sell
8,535
-619
-7% -$120K 0.13% 180
2023
Q1 		$1.78M Sell
9,154
-777
-8% -$149K 0.13% 187
2022
Q4 		$1.79M Buy
9,931
+738
+8% +$134K 0.14% 178
2022
Q3 		$1.57M Sell
9,193
-84
-0.9% -$15.9K 0.13% 187
2022
Q2 		$1.63M Buy
9,277
+202
+2% +$39.1K 0.13% 184
2022
Q1 		$2.02M Sell
9,075
-140
-2% -$30.9K 0.14% 174
2021
Q4 		$2.35M Sell
9,215
-375,466
-98% -$94.6M 0.15% 160
2021
Q3 		$76.6M Buy
384,681
+376,992
+4,903% +$91.3M 5.48% 2
2021
Q2 		$1.82M Buy
7,689
+231
+3% +$51.8K 0.14% 169
2021
Q1 		$1.6M Buy
7,458
+1,246
+20% +$270K 0.15% 162
2020
Q4 		$1.32M Buy
6,212
+2,616
+73% +$515K 0.14% 184
2020
Q3 		$648K Buy
+3,596
New +$634K 0.05% 353
2020
Q1 		– Sell
-4,386
Closed -$696K – 497
2019
Q4 		$696K Buy
+4,386
New +$669K 0.09% 240

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

J.W. Cole Advisors's VOT Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2026, closing a stake of 14,198 shares — an estimated $2.37M sold.

J.W. Cole Advisors first reported a position in VOT in Q4 2019 and held it in 23 quarters. The position peaked at $76.6M in Q3 2021. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 14,198 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $2.37M.
  • J.W. Cole Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2019 and held it in 23 quarters.
  • J.W. Cole Advisors's Vanguard Mid-Cap Growth ETF position peaked at $76.6M in Q3 2021.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.