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LMCG Investments’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

LMCG Investments’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 		$9.96M Sell
38,687
-4,303
-10% -$1.18M 0.59% 65
2025
Q4 		$12M Sell
42,990
-1,640
-4% -$469K 0.69% 46
2025
Q3 		$13.1M Sell
44,630
-1,640
-4% -$473K 0.77% 38
2025
Q2 		$13.2M Sell
46,270
-1,484
-3% -$383K 0.82% 34
2025
Q1 		$11.7M Sell
47,754
-1,401
-3% -$364K 0.78% 35
2024
Q4 		$12.5M Sell
49,155
-171
-0.3% -$44K 0.76% 39
2024
Q3 		$12M Sell
49,326
-115
-0.2% -$26.8K 0.72% 48
2024
Q2 		$11.3M Sell
49,441
-2,614
-5% -$599K 0.66% 51
2024
Q1 		$12.3M Sell
52,055
-316
-0.6% -$70.8K 0.72% 41
2023
Q4 		$11.5M Sell
52,371
-233
-0.4% -$46.6K 0.71% 43
2023
Q3 		$10.2M Sell
52,604
-669
-1% -$137K 0.69% 44
2023
Q2 		$11M Sell
53,273
-3,244
-6% -$629K 0.71% 36
2023
Q1 		$11M Buy
56,517
+506
+0.9% +$96.9K 0.73% 40
2022
Q4 		$10.1M Buy
56,011
+620
+1% +$112K 0.7% 42
2022
Q3 		$9.45M Sell
55,391
-2,193
-4% -$415K 0.69% 42
2022
Q2 		$10.1M Buy
57,584
+459
+0.8% +$88.9K 0.7% 39
2022
Q1 		$12.7M Buy
+57,125
New +$12.6M 0.74% 30
2015
Q3 		$5.79M Sell
59,519
-1,114
-2% -$116K 0.12% 291
2015
Q2 		$6.46M Sell
60,633
-863
-1% -$93.5K 0.14% 275
2015
Q1 		$6.64M Buy
61,496
+6,900
+13% +$719K 0.14% 273
2014
Q4 		$5.55M Buy
54,596
+1,557
+3% +$154K 0.12% 273
2014
Q3 		$5.11M Sell
53,039
-79
-0.1% -$7.65K 0.11% 271
2014
Q2 		$5.12M Buy
53,118
+2,440
+5% +$226K 0.11% 277
2014
Q1 		$4.69M Buy
50,678
+11
+0% +$1.01K 0.1% 274
2013
Q4 		$4.57M Sell
50,667
-165
-0.3% -$14.4K 0.1% 268
2013
Q3 		$4.33M Sell
50,832
-2,441
-5% -$202K 0.1% 260
2013
Q2 		$4.16M Buy
+53,273
New +$4.15M 0.11% 262

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
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

LMCG Investments's VOT Position: Q1 2026 in Review

LMCG Investments reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 10% in Q1 2026, selling an estimated $1.18M and leaving 38,687 shares worth $9.96M. The position accounts for 0.59% of the portfolio, ranked #65.

LMCG Investments first reported a position in VOT in Q2 2013 and has held it in 27 quarters since. The position peaked at $13.2M in Q2 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • LMCG Investments held 38,687 shares of Vanguard Mid-Cap Growth ETF worth $9.96M as of Q1 2026.
  • LMCG Investments sold 4,303 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $1.18M.
  • Vanguard Mid-Cap Growth ETF made up 0.59% of LMCG Investments's portfolio in Q1 2026, its #65 holding.
  • LMCG Investments first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2013 and has held it in 27 quarters since.
  • LMCG Investments's Vanguard Mid-Cap Growth ETF position peaked at $13.2M in Q2 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on LMCG Investments's 13F filing for Q1 2026, filed 29 Apr 2026.