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

JPL 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	$17.4K	Sell	68 -13,531	-99%	-$3.71M	﹤0.01%	419
2025 Q4	$3.8M	Sell	13,599 -360	-3%	-$103K	0.92%	44
2025 Q3	$4.1M	Sell	13,959 -443	-3%	-$128K	0.97%	41
2025 Q2	$4.1M	Buy	14,402 +72	+0.5%	+$18.6K	1.11%	37
2025 Q1	$3.51M	Buy	14,330 +124	+0.9%	+$32.2K	1%	43
2024 Q4	$3.6M	Buy	+14,206	New	+$3.66M	1.03%	36
2024 Q2	$2.15M	Buy	9,384 +699	+8%	+$160K	1.06%	45
2024 Q1	$2.05M	Buy	+8,685	New	+$1.95M	1.13%	41

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

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

JPL Wealth Management reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 99% in Q1 2026, selling an estimated $3.71M and leaving 68 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

JPL Wealth Management first reported a position in VOT in Q1 2024 and has held it in 8 quarters since. The position peaked at $4.1M in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

JPL Wealth Management held 68 shares of Vanguard Mid-Cap Growth ETF worth $17.4K as of Q1 2026.
JPL Wealth Management sold 13,531 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $3.71M.
Vanguard Mid-Cap Growth ETF made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #419 holding.
JPL Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2024 and has held it in 8 quarters since.
JPL Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $4.1M in Q3 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.