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

LeConte 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	$2.45M	Buy	9,504 +8,711	+1,098%	+$2.39M	1.58%	14
2025 Q4	$221K	Sell	793 -45	-5%	-$12.9K	0.14%	121
2025 Q3	$246K	Sell	838 -4,163	-83%	-$1.2M	0.16%	96
2025 Q2	$1.42M	Buy	5,001 +399	+9%	+$103K	0.96%	19
2025 Q1	$1.13M	Buy	+4,602	New	+$1.2M	0.72%	17

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

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

LeConte Wealth Management increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 1,098% in Q1 2026, buying an estimated $2.39M and bringing the position to 9,504 shares worth $2.45M. The position accounts for 1.58% of the portfolio, ranked #14.

LeConte Wealth Management first reported a position in VOT in Q1 2025 and has held it in 5 quarters since. 1,053 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

LeConte Wealth Management held 9,504 shares of Vanguard Mid-Cap Growth ETF worth $2.45M as of Q1 2026.
LeConte Wealth Management bought 8,711 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $2.39M.
Vanguard Mid-Cap Growth ETF made up 1.58% of LeConte Wealth Management's portfolio in Q1 2026, its #14 holding.
LeConte Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
1,053 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on LeConte Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.