LifePlan Investment Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

LifePlan Investment Advisors’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	$3.83M	Buy	14,884 +1,215	+9%	+$333K	1.51%	24
2025 Q4	$3.82M	Buy	13,669 +297	+2%	+$85K	1.55%	25
2025 Q3	$3.93M	Sell	13,372 -107	-0.8%	-$30.9K	1.65%	21
2025 Q2	$3.83M	Sell	13,479 -144	-1%	-$37.1K	1.9%	19
2025 Q1	$3.33M	Sell	13,623 -506	-4%	-$132K	1.92%	19
2024 Q4	$3.59M	Sell	14,129 -694	-5%	-$179K	2.22%	15
2024 Q3	$3.61M	Buy	14,823 +740	+5%	+$172K	2.31%	14
2024 Q2	$3.23M	Buy	14,083 +511	+4%	+$117K	2.33%	15
2024 Q1	$3.2M	Buy	13,572 +5,718	+73%	+$1.28M	2.55%	13
2023 Q4	$1.72M	Buy	7,854 +15	+0.2%	+$3K	1.58%	20
2023 Q3	$1.53M	Sell	7,839 -107	-1%	-$21.8K	1.62%	21
2023 Q2	$1.64M	Buy	+7,946	New	+$1.54M	1.83%	21

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

LifePlan Investment Advisors's VOT Position: Q1 2026 in Review

LifePlan Investment Advisors increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 8.9% in Q1 2026, buying an estimated $333K and bringing the position to 14,884 shares worth $3.83M. The position accounts for 1.51% of the portfolio, ranked #24.

LifePlan Investment Advisors first reported a position in VOT in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.93M in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

LifePlan Investment Advisors held 14,884 shares of Vanguard Mid-Cap Growth ETF worth $3.83M as of Q1 2026.
LifePlan Investment Advisors bought 1,215 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $333K.
Vanguard Mid-Cap Growth ETF made up 1.51% of LifePlan Investment Advisors's portfolio in Q1 2026, its #24 holding.
LifePlan Investment Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2023 and has held it in 12 quarters since.
LifePlan Investment Advisors's Vanguard Mid-Cap Growth ETF position peaked at $3.93M in Q3 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.