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

Keyvantage Wealth’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	$207K	Sell	804 -372	-32%	-$102K	0.09%	90
2025 Q4	$328K	Sell	1,176 -86	-7%	-$24.6K	0.14%	73
2025 Q3	$371K	Buy	1,262 +2	+0.2%	+$577	0.16%	71
2025 Q2	$358K	Hold	1,260	–	–	0.16%	70
2025 Q1	$308K	Buy	1,260 +2	+0.2%	+$520	0.15%	74
2024 Q4	$319K	Buy	+1,258	New	+$324K	0.23%	69

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

Keyvantage Wealth's VOT Position: Q1 2026 in Review

Keyvantage Wealth reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 32% in Q1 2026, selling an estimated $102K and leaving 804 shares worth $207K. The position accounts for 0.09% of the portfolio, ranked #90.

Keyvantage Wealth first reported a position in VOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $371K in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Keyvantage Wealth held 804 shares of Vanguard Mid-Cap Growth ETF worth $207K as of Q1 2026.
Keyvantage Wealth sold 372 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $102K.
Vanguard Mid-Cap Growth ETF made up 0.09% of Keyvantage Wealth's portfolio in Q1 2026, its #90 holding.
Keyvantage Wealth first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Keyvantage Wealth's Vanguard Mid-Cap Growth ETF position peaked at $371K in Q3 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Keyvantage Wealth's 13F filing for Q1 2026, filed 5 May 2026.