Legacy Bridge’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Legacy Bridge’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	$169K	Hold	656	–	–	0.06%	152
2025 Q4	$183K	Hold	656	–	–	0.07%	144
2025 Q3	$193K	Hold	656	–	–	0.08%	142
2025 Q2	$187K	Hold	656	–	–	0.09%	136
2025 Q1	$160K	Hold	656	–	–	0.09%	141
2024 Q4	$166K	Hold	656	–	–	0.09%	144
2024 Q3	$160K	Sell	656 -140	-18%	-$32.6K	0.09%	148
2024 Q2	$183K	Hold	796	–	–	0.11%	129
2024 Q1	$188K	Hold	796	–	–	0.11%	139
2023 Q4	$175K	Hold	796	–	–	0.11%	140
2023 Q3	$155K	Hold	796	–	–	0.11%	145
2023 Q2	$164K	Hold	796	–	–	0.11%	147
2023 Q1	$155K	Hold	796	–	–	0.11%	147
2022 Q4	$143K	Hold	796	–	–	0.1%	149
2022 Q3	$136K	Hold	796	–	–	0.11%	144
2022 Q2	$140K	Hold	796	–	–	0.1%	150
2022 Q1	$177K	Hold	796	–	–	0.1%	150
2021 Q4	$203K	Hold	796	–	–	0.11%	150
2021 Q3	$188K	Sell	796 -30	-4%	-$7.26K	0.11%	149
2021 Q2	$195K	Hold	826	–	–	0.11%	150
2021 Q1	$177K	Buy	826 +20	+2%	+$4.34K	0.11%	144
2020 Q4	$171K	Hold	806	–	–	0.12%	140
2020 Q3	$145K	Buy	806 +131	+19%	+$23.1K	0.13%	136
2020 Q2	$111K	Sell	675 -200	-23%	-$30.2K	0.12%	140
2020 Q1	$111K	Sell	875 -475	-35%	-$72.1K	0.14%	138
2019 Q4	$214K	Hold	1,350	–	–	0.18%	132
2019 Q3	$200K	Hold	1,350	–	–	0.19%	128
2019 Q2	$202K	Hold	1,350	–	–	0.19%	125
2019 Q1	$193K	Hold	1,350	–	–	0.2%	125
2018 Q4	$162K	Buy	+1,350	New	+$173K	0.2%	126

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

Legacy Bridge's VOT Position: Q1 2026 in Review

Legacy Bridge held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q1 2026 at 656 shares worth $169K. The position accounts for 0.06% of the portfolio, ranked #152.

Legacy Bridge first reported a position in VOT in Q4 2018 and has held it in 30 quarters since. The position peaked at $214K in Q4 2019. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Legacy Bridge held 656 shares of Vanguard Mid-Cap Growth ETF worth $169K as of Q1 2026.
Legacy Bridge left its Vanguard Mid-Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap Growth ETF made up 0.06% of Legacy Bridge's portfolio in Q1 2026, its #152 holding.
Legacy Bridge first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2018 and has held it in 30 quarters since.
Legacy Bridge's Vanguard Mid-Cap Growth ETF position peaked at $214K in Q4 2019.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.