Leading Edge Financial Planning’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Leading Edge Financial 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	–	Sell	-1,249	Closed	-$349K	–	75
2025 Q4	$349K	Sell	1,249 -5,973	-83%	-$1.71M	0.08%	45
2025 Q3	$2.12M	Buy	7,222 +369	+5%	+$106K	0.53%	17
2025 Q2	$1.95M	Buy	+6,853	New	+$1.77M	0.54%	17
2025 Q1	–	Sell	-3,774	Closed	-$958K	–	60
2024 Q4	$958K	Buy	+3,774	New	+$971K	0.31%	25
2024 Q2	–	Sell	-7,944	Closed	-$1.87M	–	58
2024 Q1	$1.87M	Buy	7,944 +3,977	+100%	+$891K	0.83%	16
2023 Q4	$871K	Sell	3,967 -2,467	-38%	-$493K	0.45%	25
2023 Q3	$1.25M	Buy	+6,434	New	+$1.31M	0.8%	19

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

Leading Edge Financial Planning's VOT Position: Q1 2026 in Review

Leading Edge Financial Planning sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2026, closing a stake of 1,249 shares — an estimated $349K sold.

Leading Edge Financial Planning first reported a position in VOT in Q3 2023 and held it in 7 quarters. The position peaked at $2.12M in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Leading Edge Financial Planning reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Leading Edge Financial Planning sold 1,249 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $349K.
Leading Edge Financial Planning first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2023 and held it in 7 quarters.
Leading Edge Financial Planning's Vanguard Mid-Cap Growth ETF position peaked at $2.12M in Q3 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Leading Edge Financial Planning's 13F filing for Q1 2026, filed 12 May 2026.