JMG Financial Group’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

JMG Financial Group’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	$6.7M	Hold	26,029	–	–	0.18%	33
2025 Q4	$7.27M	Sell	26,029 -913	-3%	-$261K	0.2%	33
2025 Q3	$7.92M	Sell	26,942 -131	-0.5%	-$37.8K	0.23%	31
2025 Q2	$7.7M	Sell	27,073 -3	-0%	-$774	0.23%	31
2025 Q1	$6.62M	Sell	27,076 -128	-0.5%	-$33.3K	0.22%	31
2024 Q4	$6.9M	Buy	27,204 +19	+0.1%	+$4.89K	0.24%	32
2024 Q3	$6.62M	Sell	27,185 -856	-3%	-$199K	0.23%	32
2024 Q2	$6.44M	Sell	28,041 -97	-0.3%	-$22.2K	0.24%	32
2024 Q1	$6.63M	Sell	28,138 -604	-2%	-$135K	0.25%	32
2023 Q4	$6.31M	Sell	28,742 -293	-1%	-$58.6K	0.26%	32
2023 Q3	$5.66M	Buy	29,035 +742	+3%	+$151K	0.27%	32
2023 Q2	$5.82M	Buy	28,293 +731	+3%	+$142K	0.27%	32
2023 Q1	$5.37M	Sell	27,562 -888	-3%	-$170K	0.27%	32
2022 Q4	$5.11M	Buy	28,450 +50	+0.2%	+$9.06K	0.28%	30
2022 Q3	$4.84M	Sell	28,400 -2,451	-8%	-$464K	0.31%	29
2022 Q2	$5.41M	Sell	30,851 -4,650	-13%	-$900K	0.34%	28
2022 Q1	$7.91M	Buy	35,501 +10,473	+42%	+$2.31M	0.4%	28
2021 Q4	$6.37M	Sell	25,028 -248	-1%	-$62.5K	0.33%	25
2021 Q3	$5.97M	Sell	25,276 -134	-0.5%	-$32.4K	0.33%	25
2021 Q2	$6.01M	Buy	25,410 +9,546	+60%	+$2.14M	0.34%	26
2021 Q1	$3.4M	Sell	15,864 -1,442	-8%	-$313K	0.21%	33
2020 Q4	$3.67M	Sell	17,306 -862	-5%	-$170K	0.25%	30
2020 Q3	$3.27M	Hold	18,168	–	–	0.27%	31
2020 Q2	$3M	Buy	18,168 +13,840	+320%	+$2.09M	0.26%	31
2020 Q1	$548K	Buy	4,328 +30	+0.7%	+$4.56K	0.06%	47
2019 Q4	$682K	Hold	4,298	–	–	0.07%	50
2019 Q3	$637K	Hold	4,298	–	–	0.07%	52
2019 Q2	$642K	Hold	4,298	–	–	0.07%	51
2019 Q1	$614K	Sell	4,298 -195	-4%	-$26.2K	0.07%	52
2018 Q4	$538K	Sell	4,493 -18	-0.4%	-$2.31K	0.06%	53
2018 Q3	$643K	Sell	4,511 -114	-2%	-$16K	0.07%	49
2018 Q2	$622K	Hold	4,625	–	–	0.07%	51
2018 Q1	$599K	Sell	4,625 -1,875	-29%	-$246K	0.07%	48
2017 Q4	$830K	Buy	6,500 +139	+2%	+$17.4K	0.1%	47
2017 Q3	$774K	Buy	6,361 +314	+5%	+$37.4K	0.1%	46
2017 Q2	$712K	Hold	6,047	–	–	0.09%	45
2017 Q1	$683K	Buy	6,047 +640	+12%	+$71.1K	0.09%	45
2016 Q4	$571K	Buy	5,407 +400	+8%	+$42K	0.09%	46
2016 Q3	$533K	Buy	5,007 +450	+10%	+$47.6K	0.09%	44
2016 Q2	$464K	Hold	4,557	–	–	0.08%	46
2016 Q1	$457K	Sell	4,557 -229	-5%	-$21.4K	0.09%	48
2015 Q4	$477K	Buy	4,786 +229	+5%	+$23.2K	0.1%	50
2015 Q3	$443K	Hold	4,557	–	–	0.11%	51
2015 Q2	$486K	Buy	4,557 +532	+13%	+$57.6K	0.11%	50
2015 Q1	$435K	Buy	4,025 +471	+13%	+$49.1K	0.1%	50
2014 Q4	$361K	Buy	3,554 +107	+3%	+$10.6K	0.09%	51
2014 Q3	$332K	Buy	3,447 +104	+3%	+$10.1K	0.09%	50
2014 Q2	$322K	Buy	3,343 +970	+41%	+$89.7K	0.09%	51
2014 Q1	$220K	Buy	2,373 +90	+4%	+$8.23K	0.07%	51
2013 Q4	$206K	Buy	+2,283	New	+$199K	0.06%	51

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

JMG Financial Group's VOT Position: Q1 2026 in Review

JMG Financial Group held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q1 2026 at 26,029 shares worth $6.7M. The position accounts for 0.18% of the portfolio, ranked #33.

JMG Financial Group first reported a position in VOT in Q4 2013 and has held it in 50 quarters since. The position peaked at $7.92M in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

JMG Financial Group held 26,029 shares of Vanguard Mid-Cap Growth ETF worth $6.7M as of Q1 2026.
JMG Financial Group left its Vanguard Mid-Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap Growth ETF made up 0.18% of JMG Financial Group's portfolio in Q1 2026, its #33 holding.
JMG Financial Group first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2013 and has held it in 50 quarters since.
JMG Financial Group's Vanguard Mid-Cap Growth ETF position peaked at $7.92M in Q3 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on JMG Financial Group's 13F filing for Q1 2026, filed 7 May 2026.